Account Type****** ***Account Owner******* ********Account Opps/Deals****** *****Closed Won • Aug 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
Elaine ChenOrder Administration BillingView Profile, elaine chenYahaira MirandaSenior Finance Billing SpecialistView Profile, yahaira mirandaHinal TophamCCR Counterparty Credit Risk Regualtory SMEView Profile, hinal topham