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
Emoney AdvisorSenior Financial Planning Product and Research ConsultantFeb 15 - PresentUnited States Marine CorpsInfantry Rifleman / Team LeaderOct 09- Aug 14
Maayan Gossat SchwartzInvestment TeamView Profile, Maayan Gossat SchwartzAndrea Torres CraigPrincipal Financial Services Insurance Data Analytics Practice LeaderView Profile, Andrea Torres CraigYvette LomasAccounts Payable SupervisorView Profile, Yvette Lomas