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
Risk LedgerDirector of SalesJan 20 - PresentKriyaBusiness Development DirectorJun 15- Oct 19Julius BaerPrivate Wealth MangementNov 13- Jun 15
Holly LarsenVP Client ManagementView Profile, holly larsenLeah RomuldDirector Of Sales OperationsView Profile, leah romuldVictor SoaresHead Of SalesView Profile, victor soares