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
Bny WealthClient StrategistFeb 23 - PresentCrabel Capital Management LlcTrade Desk AssociateNov 18- Feb 23Sherwood Country ClubTennis Instructor and Event EmployeeJun 14- Jan 23
Cesar VasconezAssociate Client ServicesView Profile, Cesar VasconezNana AsirifiSenior Customer Operations AssociateView Profile, Nana AsirifiNancy RitskesCustomer Experience CoordinatorView Profile, Nancy Ritskes