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
Self EmployedPortfolio ManagerNov 18 - PresentRaymond JamesSenior Vice President, InvestmentsJun 14- Nov 18Wells Fargo AdvisorsSenior Vice President, InvestmentsJun 04- Jun 14
Thakshayan NandasriCredit ControllerView Profile, Thakshayan NandasriKruti TrivediSenior BookkeeperView Profile, Kruti TrivediMichael JosephBusiness Banking Relationship ManagerView Profile, Michael Joseph