Account Type**** ********Account Owner*** ***Account Opps/Deals******** ******Closed Won • Jan 25****K $Closed
*** ******Worked in execs roles at *** together from 2021-2024******** *******Worked in the same department at *** together from 2021-2024
PartnersManaging Director - Partners Finance - Member FINRA / SIPCMay 21 - PresentEquus Total ReturnAssistant VP / Corporate SecretaryJul 05- Jun 11Invesco UsInternal WholesalerJan 00- Aug 03
Jan Michael HolderVice President FinanceView Profile, Jan Michael HolderJingjing HuVice President FinanceView Profile, Jingjing HuMaria M LopezManaging Member CPAView Profile, Maria M Lopez