Account Type******* ******Account Owner****** *****Account Opps/Deals******** ******Closed Won • Oct 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
Patrick JameisonRotational Program InternView Profile, patrick jameisonConrad WelchACD At The CrocodileView Profile, conrad welchTushar DahiyaTranscriptionistView Profile, tushar dahiya