Account Type****** *******Account Owner***** ***Account Opps/Deals***** ******Closed Won • Nov 24**K $Closed
******* ***Worked in execs roles at *** together from 2021-2024******* ****Worked in the same department at *** together from 2021-2024
Return On Life Wealth PartnersClient LiaisonMar 22 - PresentFisher InvestmentsClient Service AssociateJan 21- Mar 22Voya Investment ManagementInvestment Management Controls InternMay 19- Aug 19
Von PraterPatient Account RepresentativeView Profile, von praterJessie HinesOnboarding Support Team LeadView Profile, jessie hinesZiad AwadSenior Integration Consultant Client Services EMEAView Profile, ziad awad