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
Sgr Wealth ManagementFinancial AdvisorMay 24 - PresentInvestia Financial ServicesFinancial AdvisorMay 24 - PresentGp Wealth Management CorporationAssociate AdvisorJul 23- May 24
Jennifer BaronianSenior AccountantView Profile, jennifer baronianAntonio Gomez GonzalezControlador Financiero AdjuntoView Profile, antonio gómez gonzálezMindy ManzoAssociateView Profile, mindy manzo