Account Type******* ******Account Owner******* ********Account Opps/Deals*** ********Closed Won • Nov 24****K $Closed
***** ****Worked in execs roles at *** together from 2021-2024*** ********Worked in the same department at *** together from 2021-2024
Truist WealthDirector, Financial Advisor at Truist Investment Services, Inc., Truist WealthFeb 21 - PresentMassmutualFinancial AdvisorJun 09- Jun 12Ameriprise Financial Services LlcFinancial AdvisorAug 06- May 09
Agustin ValenciCFO LATAMView Profile, agustin valenciVeronica BassRevenueView Profile, veronica bassCarl HuangDirector Business Partnering FP AView Profile, carl huang