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
MonetaAssociate AdvisorJan 24 - PresentCaptrustSenior Specialist-Financial PlanningFeb 23- Jan 24JpmorganchaseVice President-Private Client AdvisorJul 21- Feb 23
Yotam LinderSenior Project ManagerView Profile, yotam linderMarella BrionesOffice Manager Executive AssistantView Profile, marella brionesRosario GonzalezTranslation ManagerView Profile, rosario gonzalez