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
HelabaSenior Accountant Financial Reporting (Vice President)Apr 06 - PresentMewaRepresentative of Managing DirectorNov 99- Aug 05
Stacey KeenerVice President FinanceView Profile, Stacey KeenerMatt ContrerasChief Investment OfficerView Profile, Matt ContrerasTiffany GinnSenior Business Manager VP Wealth Control Governance RiskView Profile, Tiffany Ginn