Account Type**** ******Account Owner****** ********Account Opps/Deals***** ******Closed Won • Aug 24**K $Closed
****** ******Worked in execs roles at *** together from 2021-2024**** ****Worked in the same department at *** together from 2021-2024
South Asians For AmericaState Director, IASep 21 - PresentBalanced Investment CompanyCEO - Founder - Portfolio ManagerMar 12 - PresentMerrill LynchFinancial AdvisorJan 08- Jan 09
Maria CastroEspecialistaView Profile, maria castroKristen KoedProducerView Profile, kristen koedKen KruszkaAdvisorView Profile, ken kruszka