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
BettermentAdvisor Custody Business Development RepresentativeJun 24 - PresentShi International CorpAccount ExecutiveJan 23- Jun 24Blue Ocean Wealth SolutionsFinancial Services ProfessionalJan 20- Feb 23
Penny PerriginSr Business Development RepresentativeView Profile, Penny PerriginNoam TroodlerBusiness Development RepresentativeView Profile, Noam TroodlerDiana Vergara GomezBusiness Development RepresentativeView Profile, Diana Vergara Gomez