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
Bcvs WkbSpécialiste en planification patrimoniale et financièreMay 24 - PresentCredit SuisseSenior Financial PlannerJan 20- May 24Swiss Life SelectPlanificateur financierFeb 15- Dec 19
Marcie ConklingAccountantView Profile, Marcie ConklingAlexandria SimonsonRisk ManagerView Profile, Alexandria SimonsonVadim GnutovHead Of Corporate Finance TeamView Profile, Vadim Gnutov