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
Ascendant Financial IncInfinite Banking AdvisorJan 24 - PresentLatitude Wealth ManagementLatitude Wealth ManagementJan 20- Jan 24SprizaConsultantJan 13- May 15
Isela MadridBilling CollectionView Profile, isela madridLorenzo AloisiSenior Financial Accountant ControllingView Profile, lorenzo aloisiMatthew LeggettSenior Financial Advisor Relationship ManagerView Profile, matthew leggett