Account Type******* ********Account Owner**** ********Account Opps/Deals**** ***Closed Won • Nov 24****K $Closed
******* ****Worked in execs roles at *** together from 2021-2024******** *****Worked in the same department at *** together from 2021-2024
Sloan Advisory Group IncCertified Financial Planner™ / FounderApr 09 - PresentMerrill LynchFinancial AdvisorNov 05- Apr 09Morgan StanleyClient Relationship Executive / Financial AdvisorJan 98- Jan 05
Sunita AgalFinance ManagerView Profile, sunita agalKarl ReadingInternal AuditorView Profile, karl readingVinit Patel 🛡️RevenueView Profile, vinit patel 🛡️