Account Type**** *******Account Owner**** ******Account Opps/Deals**** ***Closed Won • Mar 25**K $Closed
******* ******Worked in execs roles at *** together from 2021-2024******** ******Worked in the same department at *** together from 2021-2024
Fi Tek Wealth SolutionsDirector of Client Service and Business Development Mar 07 - PresentDeutsche BankClient Service, Project Finance GTBJan 05- Jan 07Northwestern MutualFinancial RepresentativeJan 04- Jan 05
Katherine StewartHead Of Customer ExperienceView Profile, Katherine StewartMarie Eve Saint Cierge LovyDirecteur Experience Client GroupeView Profile, Marie Eve Saint Cierge LovyJason WysongDirector New Client AcquisitionView Profile, Jason Wysong