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
BrightplanSenior Director of Financial EducationJun 21 - PresentFacetDirector of Financial PlanningAug 19- Jun 21Financial FinesseSenior Financial PlannerJan 11- Jul 19
Gregory Dos SantosChief Financial Officer AmericasView Profile, Gregory Dos SantosJeff DoriganManaging Director Alternative Fund ServicesView Profile, Jeff DoriganJavier ReyesChancellorView Profile, Javier Reyes