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
Bernstein Private Wealth ManagementSenior Investment StrategistFeb 22 - PresentCity National RochdaleSenior Investment StrategistDec 18- Feb 22Northern Trust Asset ManagementSenior Investment StrategistAug 11- Nov 18
Zach ConleySenior Investment Operations SpecialistView Profile, Zach ConleyHong TanSenior Audit AssociateView Profile, Hong TanLovina DargarSenior Payroll AdministratorView Profile, Lovina Dargar