Account Type******** ********Account Owner***** ****Account Opps/Deals***** *******Closed Won • Jan 25**K $Closed
**** *****Worked in execs roles at *** together from 2021-2024******* *****Worked in the same department at *** together from 2021-2024
CitiAssociate BankerJan 20 - PresentFidelius GroupWealth Management AdministratorAug 16- May 19Punter Southall Wealth A Canaccord Genuity CompanyClient Services AdministratorMay 15- Jun 16
Corey PalazzoloFinancial RepresentativeView Profile, Corey PalazzoloRobinson DalmeidaStaff Treasury AnalystView Profile, Robinson DalmeidaJake BullardBusiness AnalystView Profile, Jake Bullard