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
Barclays Private BankInvestment Advisory AnalystJan 25 - PresentF FincBusiness & Relationship Management AnalystApr 24- Jan 25Vida Produce CompanyFinancial AnalystOct 23- Mar 24
Brandon PiccirilliFull Charge BookkeeperView Profile, brandon piccirilliRachael ThornFinancial PlannerView Profile, rachael thornTim BurroughsAssociateView Profile, tim burroughs