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
PncFinancial AdvisorJan 15- Jan 17Alpine Financial Services GroupManaging Director, Private Wealth StrategiesJan 15- Oct 15Wells Fargo AdvisorsFinancial AdvisorJan 10- Jan 15
Swati Punatar ReichmuthCOO CFOView Profile, Swati Punatar ReichmuthHunter StarksFinancial AnalystView Profile, Hunter StarksMichael ContrerasAccountantView Profile, Michael Contreras