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
CitiPrime BrokerageMar 14 - PresentBarclays Investment BankDodd Frank client onboarder.Dec 12- May 13JpmorganchaseClient Service RepresentativeJun 08- Oct 12
Rachel FierbergCFO Advisor Fractional CFOView Profile, rachel fierbergRegina May GiloSenior Accountant Net Suite AdministratorView Profile, regina may giloAni MildianiBusiness Development InvestmentsView Profile, ani mildiani