Account Type**** *****Account Owner****** *****Account Opps/Deals****** *****Closed Won • Feb 25**K $Closed
******* ******Worked in execs roles at *** together from 2021-2024******* *****Worked in the same department at *** together from 2021-2024
Moodys RatingsAssociate Managing DirectorJun 06 - PresentAltfest Personal Wealth ManagementInvestment AnalystMay 04- Feb 06
David LeightonCo Founder And CEOView Profile, David LeightonJohn PestanaCEOView Profile, John PestanaRoger BurgessFounder Chairman Of The BoardView Profile, Roger Burgess