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
Sterling Mutuals IncWealth Management SpecialistFeb 23 - PresentDynamic FundsVP, Business DevelopmentDec 09- Oct 23
David DucharmeFounder Financial AdvisorView Profile, David DucharmeNicole GritzFinancial Reporting AnalystView Profile, Nicole GritzMyles EdmundPricing AnalystView Profile, Myles Edmund