Account Type******* ******Account Owner***** ***Account Opps/Deals***** ***Closed Won • Feb 25***K $Closed
****** ******Worked in execs roles at *** together from 2021-2024****** *******Worked in the same department at *** together from 2021-2024
Lifemark Securities CorpGeneral Securities Principal - Investment Advisor Representative - Registered Representative Jan 22 - PresentFortis Lux FinancialFirm Director of Business Development - Investment Advisor RepresentativeMay 17- Dec 21New York Life Insurance CompanyPartnerAug 13- May 17
Tom LundeenDirector Of Public Sector And Government SolutionsView Profile, Tom LundeenThapelo DimpeDirector And Financial AdvisorView Profile, Thapelo DimpeAvi RivkinHead Of Global InvestmentsView Profile, Avi Rivkin