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
IzoologicChief Financial OfficerFeb 23 - PresentMilestone AdvisersDirectorNov 11 - PresentAmpFinancial PlannerNov 10- Nov 11
Nicole BreuklanderVice President Of Financial Asset ManagementView Profile, nicole breuklanderPaul FieldingChief Financial OfficerView Profile, paul fieldingCarlos Sanchez ArrutiChief Financial OfficerView Profile, carlos sanchez-arruti