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
Family OfficeControllerJul 23 - PresentMd Live By EvernorthSenior Director, Financial ReportingOct 20- Jul 22Family OfficeControllerOct 08- Oct 20
Carlos GranadosChief Financial OfficerView Profile, Carlos GranadosMandi MathesonSenior Private Banker At TD Wealth Private BankingView Profile, Mandi MathesonTrisha MagallonDirector Of AccountingView Profile, Trisha Magallon