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
B Financial WiseOwner-Comprehensive Financial PlanningJun 22 - PresentB College WiseOwner - Comprehensive Financial PlanningJun 22 - PresentWellby FinancialPortfolio ManagerJul 19- Jun 22
Nitesh MehtaPartner Transaction And M A TaxView Profile, nitesh mehtaJohn PataniaFinance Management ConsultantView Profile, john pataniaMarius MosbergerIT Tools Specialist Finance And ControllingView Profile, marius mosberger