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
Naviter WealthPortfolio Operations AnalystMar 24 - PresentStephensTrade Compliance Coordinator Sep 21- Mar 24
Yifat CohenBusiness Development Knowledge ManagerView Profile, yifat cohenAlina RubtsovaOperations QualityView Profile, alina rubtsovaHannah WarrenSenior AssistantView Profile, hannah warren