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
ArmaninoPartner - CFO Advisory LeadNov 19 - PresentRiveronManagerMay 14- Nov 16Tolleson Wealth ManagementAnalyst - Client Advisory TeamJun 13- May 14
Todd LeoneSenior Equity TraderView Profile, Todd LeoneMarilyn Ripp CaputoSenior Financial AnalystView Profile, Marilyn Ripp CaputoHallie NguyenLead Tax AnalystView Profile, Hallie Nguyen