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
AssetmarkRegional ConsultantJul 19 - PresentGlobal Financial Private Capital LlcRegional Business ConsultantSep 16- Jun 19Advisors Capital ManagementRegional Vice President / External WholesalerSep 15- Sep 16
Diana MarkauskaiteBusiness Development Outbound EnterpriseView Profile, Diana MarkauskaiteWoody HennekamEcommerce Trading ManagerView Profile, Woody HennekamSandy IpSenior Account ManagerView Profile, Sandy Ip