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
C A Financial GroupFinancial Wellness CoachNov 16 - PresentNoblebridge Wealth™ Asset Management ServicesManaging PartnerNov 12- Jan 14
Sverrir BartolozziInvestment Banking AssociateView Profile, Sverrir BartolozziJaime SchwabAssociateView Profile, Jaime SchwabDustin GuglielmelliFinance ManagerView Profile, Dustin Guglielmelli