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
AlliancebernsteinAssociate Portfolio ManagerJun 21 - PresentMarsFinance InternMay 20- Aug 20Northwestern MutualInternMay 19- Aug 19
Tj TarpinianAssociateView Profile, Tj TarpinianDavid OrtmanRelationship Manager Synchrony FinancialView Profile, David OrtmanRobert TobinPartner Lead Wealth AdvisorView Profile, Robert Tobin