Account Type******* ***Account Owner**** *******Account Opps/Deals****** ****Closed Won • Feb 25**K $Closed
*** *****Worked in execs roles at *** together from 2021-2024***** ***Worked in the same department at *** together from 2021-2024
EmpowerSenior Director of Portfolio ManagementFeb 23 - PresentPersonal CapitalDirector of Portfolio ManagementSep 11- Feb 23Fisher InvestmentsResearch AnalystJan 04- Dec 10
Wolfgang MoehlerDirectorView Profile, Wolfgang MoehlerBrett FriedmanDirectorView Profile, Brett FriedmanApolo AlvarezDirector Head Of DeliveryView Profile, Apolo Alvarez