Account Type***** ***Account Owner****** ****Account Opps/Deals*** ****Closed Won • Oct 24**K $Closed
****** ***Worked in execs roles at *** together from 2021-2024*** *******Worked in the same department at *** together from 2021-2024
Rfg AdvisorySenior Portfolio StrategistSep 24 - PresentCarson GroupDirector, Portfolio StrategyMay 18- Aug 24Ts Banking GroupPortfolio ManagerDec 15- Apr 18
Diana RaineshSVP Strategy Analytics Support OperationsView Profile, diana raineshVishal KaliaChief Operating Strategy OfficerView Profile, vishal kaliaGerman SotoChief Product And Strategy OfficerView Profile, german soto