Account Type**** ****Account Owner******* ******Account Opps/Deals*** ***Closed Won • Jan 25****K $Closed
**** ****Worked in execs roles at *** together from 2021-2024***** ****Worked in the same department at *** together from 2021-2024
King Financial GroupClient ServicesAug 18- May 19Treysta WealthRelationship ManagerSep 15- Feb 16AonClient Services ManagerAug 13- Aug 15
Rokas PerveneckasFinancial Planning And Analysis FP A AnalystView Profile, Rokas PerveneckasStephanie VinellaCFOView Profile, Stephanie VinellaErin BurkeCorporate Relations OfficerView Profile, Erin Burke