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
Kp Wealth AdvisorsFinancial AdvisorAug 24 - PresentLpl FinancialFinancial AdvisorAug 23 - PresentNorth Star Resource GroupFinancial AdvisorNov 20- Aug 23
Jessica CardenasStrategic Accounts Public SectorView Profile, Jessica CardenasRam GandikotaAtivo Capital Management LLCView Profile, Ram GandikotaKrishna MurthyGroup Head Accounts FinanceView Profile, Krishna Murthy