Account Type***** ********Account Owner****** *****Account Opps/Deals****** *****Closed Won • Jan 25**K $Closed
****** ******Worked in execs roles at *** together from 2021-2024******** *****Worked in the same department at *** together from 2021-2024
Treez IncManager, FP&AFeb 22 - PresentPfmSenior Managing ConsultantJul 16- Feb 22VanguardBrokerage AssociateJul 15- Jun 16
William PoonPartner Finance Team LeaderView Profile, William PoonKartik KumarPortfolio ManagerView Profile, Kartik KumarDan SuretteCFOView Profile, Dan Surette