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
SecuFinancial Services Advisor SpecialistFeb 24 - PresentBalentineRelationship AssociateApr 23- Jan 24Credit SuisseClient Analyst 2Aug 20- Apr 23
Erik AnderssonInvestment ProfessionalView Profile, Erik AnderssonElza TongFinance ManagerView Profile, Elza TongJaclyn KegelAssociate Director Of FinanceView Profile, Jaclyn Kegel