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
Wealth Strategies Group IncFinancial AdvisorNov 15 - PresentThe Leaders Group IncFinancial PlannerJan 20 - PresentMas Advisors LlcFinancial PlannerOct 19- Feb 23
Kazumi NegishiHead Of Fin Ops And AnalyticsView Profile, kazumi negishiLorin MeironDirector Of FinanceView Profile, lorin meironCarl AugustineSenior Director FinanceView Profile, carl augustine