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
ValentaTeam Manager (Paraplanning)Jul 17- Jan 25Befree Finance And Accounting Business Process OutsourcingParaplannerAug 15- Jul 17L T Mutual FundSenior customer support officerOct 13- Nov 14
Yukio IwamotoFounder CEOView Profile, yukio iwamotoJessica K GiuntaSenior Executive AssistantView Profile, jessica k. giuntaBecca ParrDirectorView Profile, becca parr