Account Type******** *****Account Owner******** ****Account Opps/Deals***** *****Closed Won • Nov 24****K $Closed
**** *****Worked in execs roles at *** together from 2021-2024****** *******Worked in the same department at *** together from 2021-2024
Junto WealthFinancial Life Planner, Managing PartnerNov 10 - PresentMycio Wealth PartnersSenior AdvisorAug 06- Jan 08Morgan StanleyWealth AdvisorSep 03- Aug 06
Susan KaneChief Financial OfficerView Profile, susan kaneFatima HernandezSr Executive Assistant To 4 Capital Markets Executives 2 BTCS Senior Financial AdvisorView Profile, fatima hernandezAriel GrossVP FinanceView Profile, ariel gross