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
Ig Wealth ManagementSenior Wealth Consultant / Division DirectorJan 21 - PresentCst SparkVice President Digital May 19- Jan 21Smart Money InvestHead Business Development and Strategic Partnerhsips May 18- May 19
Sofia CellerinoCommercial AnalystView Profile, sofia cellerinoRajashree ModakeSolution Consultant 2View Profile, rajashree modakeShawn MccartyClient Account ManagerView Profile, shawn mccarty