Account Type******* ****Account Owner******** ****Account Opps/Deals**** ********Closed Won • Dec 24**K $Closed
****** ****Worked in execs roles at *** together from 2021-2024******* ********Worked in the same department at *** together from 2021-2024
Altfest Personal Wealth ManagementClient Administrative AssociateFeb 22 - PresentFgiPortfolio AssociateJun 14- Feb 22Axa Advisors LlcOperations ManagerJan 10- Apr 14
Keshnee RajooBusiness Services ConsultantView Profile, keshnee rajooNelson EsseveldContract Graphic DesignerView Profile, nelson esseveldSuzy ParishQuantum Data Community Partnerships ManagerView Profile, suzy parish