Account Type****** ***Account Owner*** ********Account Opps/Deals*** *****Closed Won • Feb 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
Agnieszka MaciejewskaEconomics ManagerView Profile, Agnieszka MaciejewskaDivya KaushikSr Manager FinanceView Profile, Divya KaushikManan AhujaCorporate Finance AssociateView Profile, Manan Ahuja