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
Focus Partners WealthPortfolio Trading StrategistJun 24 - PresentBuckingham Wealth PartnersPortfolio Trading StrategistApr 23- Jun 24AddeparTrading Solutions ConsultantFeb 22- Apr 23
Kristine HofmannAssistant ControllerView Profile, kristine hofmannAlex WellerInvestment Performance AssociateView Profile, alex wellerSandra WilliamsCredit Collections RepresentativeView Profile, sandra williams