Account Type*** ****Account Owner******* ***Account Opps/Deals**** ****Closed Won • Dec 24**K $Closed
******** ***Worked in execs roles at *** together from 2021-2024******** ***Worked in the same department at *** together from 2021-2024
Lpl FinancialAnalyst; CFO SolutionsJun 24 - PresentApex Fintech SolutionsData Analyst InternAug 22- Apr 24PublicBusiness and Operations Analyst InternMay 23- Aug 23
Lital NarkisChief Business Development Officer Chief Financial OfficerView Profile, lital narkisHugo VanelFinancial AdvisorView Profile, hugo vanelEli CalderonView Profile, eli calderon