Account Type******* ***Account Owner******* ***Account Opps/Deals******* ***Closed Won • Oct 24**K $Closed
******** ****Worked in execs roles at *** together from 2021-2024******* ****Worked in the same department at *** together from 2021-2024
Roberts Wealth AdvisorsDirector of Wealth PlanningNov 20 - PresentRestaurant 365Accounting Onboarding CoachJul 19- Nov 20Solera DealersocketAccounting ManagerJul 16- Jun 19
Barton CristVP Financial Planning AnalysisView Profile, barton cristJoseph BarrettVice President Wholesale CreditView Profile, joseph barrettWaldo GlasmanManaging Director Head Of Latin America Investment BankingView Profile, waldo glasman