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
Novadius Wealth ManagementManaging DirectorJun 22 - PresentThe Etf Store Investment AdvisorsInvestment AdvisorSep 20 - PresentCreative PlanningSenior Portfolio ManagerSep 17- Dec 19
Vanessa LavienaExecutive Assistant To The Head Of Financial Services AmericasView Profile, Vanessa LavienaRachel JungKeyholderView Profile, Rachel JungConstantina PolycarpouSenior AccountantView Profile, Constantina Polycarpou