Account Type******* ***Account Owner***** *******Account Opps/Deals*** *******Closed Won • Oct 24****K $Closed
***** ****Worked in execs roles at *** together from 2021-2024****** ***Worked in the same department at *** together from 2021-2024
Cerity PartnersSenior Associate | Wealth PlannerMar 23 - PresentSvb PrivateVice President IFeb 23- Mar 23
Rahul AroraFinancial AnalystView Profile, rahul aroraClaire WattAccounts Payable SpecialistView Profile, claire wattPeter LoeberSenior AccountantView Profile, peter loeber