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
Roadmap AdvisorsInvestment Banking InternJan 25 - PresentSmith Investment FundResearch AssociateOct 23 - PresentSmith Finance GroupExecutive Vice PresidentSep 23 - Present
Juan Pablo Velasquez SarmientoAccounting CoordinatorView Profile, Juan Pablo Velasquez SarmientoSusan Suzie AppolloniAccounting AssociateView Profile, Susan Suzie AppolloniAlexandra KelseyTax AssociateView Profile, Alexandra Kelsey