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
PrecoaStrategic AnalystJan 24 - PresentCfp BoardDirector of Corporate RelationsApr 23- Jan 24Morgan StanleyFinancial Planning DirectorAug 21- Mar 23
Dhrubajyoti DasLead Corporate StrategyView Profile, Dhrubajyoti DasMilagros Hernandez RomanQuick Books Online GTM StrategyView Profile, Milagros Hernandez RomanLucy LawrieSenior Manager Customer Strategy And InsightsView Profile, Lucy Lawrie