Account Type*** *****Account Owner**** *******Account Opps/Deals****** ********Closed Won • Dec 24****K $Closed
*** *******Worked in execs roles at *** together from 2021-2024******** ******Worked in the same department at *** together from 2021-2024
Centric Wealth Advisory Sas Top Boutique Wealth Manager Of The Year 2022 And 2023Certified Financial Planner® | Wealth Manager | Fiduciary PractitionerMar 24 - PresentExcel In FinanceFounderFeb 24 - PresentIgrow Wealth InvestmentsHead of Wealth ManagementAug 16- Mar 24
Debby KuInterim Accounting ControllerView Profile, debby kuIswarya MahalingamAssociate DirectorView Profile, iswarya mahalingamPoloju Rajendra PrasadLead Specialist At R GES FinanceView Profile, poloju rajendra prasad