Account Type******** ********Account Owner****** *******Account Opps/Deals******* ********Closed Won • Nov 24***K $Closed
*** *****Worked in execs roles at *** together from 2021-2024*** ****Worked in the same department at *** together from 2021-2024
Kpi SenseSenior Manager – Finance Strategy & Client DeliveryJan 22 - PresentMorningstarDirector, Manager Research ServicesJan 19- Sep 21BroadridgeFiduciary Services ConsultantJan 18- Jan 19
Shakib ChawdhuryPortfolio Specialist Equity And Fixed Income TradingView Profile, shakib chawdhuryJoost RonnesInterim Finance ManagerView Profile, joost ronnesAlex DufayeSenior Wealth ManagerView Profile, alex dufaye