Account Type***** ********Account Owner****** *****Account Opps/Deals*** ******Closed Won • Jan 25***K $Closed
****** ********Worked in execs roles at *** together from 2021-2024******** ******Worked in the same department at *** together from 2021-2024
Ascendant Financial IncInfinite Banking AdvisorJan 24- Dec 24Latitude Wealth ManagementLatitude Wealth ManagementJan 20- Jan 24SprizaConsultantJan 13- May 15
Sandra SilvaVP Of FinanceView Profile, Sandra SilvaHarrison KriegerFinancial ControllerView Profile, Harrison KriegerSkanda SPrivate Equity AssociateView Profile, Skanda S