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
Ascendant Financial IncInfinite Banking AdvisorJan 24 - PresentLatitude Wealth ManagementLatitude Wealth ManagementJan 20- Jan 24SprizaConsultantJan 13- May 15
Dame Sally Dicketts DbeAssociate DirectorView Profile, dame sally dicketts dbeTodd SammannHead Of Credit StrategiesView Profile, todd sammannDor AsrafControllerView Profile, dor asraf