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
CapcoAssociate Director, Anaplan Center of Excellence, Finance TransformationJul 16 - PresentThe Helmsley Charitable TrustFinancial PlanningApr 15- Jul 16Bank Of AmericaAVP, Wealth Manangement FP&AJan 11- Mar 15
Alisa FarrisReimbursement CoordinatorView Profile, Alisa FarrisRozi NogradBookkeeperView Profile, Rozi NogradDrake DebiasseAdvisor And Angel InvestorView Profile, Drake Debiasse