Account Type**** ****Account Owner*** ****Account Opps/Deals****** *****Closed Won • Aug 24***K $Closed
******** *****Worked in execs roles at *** together from 2021-2024******* *****Worked in the same department at *** together from 2021-2024
Triad PartnersDirector of PlanningMar 24 - PresentAllianz LifeDirector of SalesJun 14- Mar 24Hilliard Lyons A Baird CompanyTrust Department InternMay 12- Aug 12
David LewisAdvisor And InvestorView Profile, david lewisSabine PauloDirectrice Des Operations FranceView Profile, sabine pauloJose Pepe Garcia VargasSenior DirectorView Profile, jose “pepe” garcia-vargas