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
Two CirclesChief Financial OfficerJan 23 - PresentLiberty Corporate FinancePartner/Senior AdviserSep 17- Feb 24August EquityDirectorJan 16- Jan 17
Kristine PerezMortgage ProcessorView Profile, Kristine PerezQuentin SchneiderDirector Of FP AView Profile, Quentin SchneiderRaphael HaimHead Of Financial Planning AnalysisView Profile, Raphael Haim