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
The Pinnacle GroupAnnuity StrategistMar 23 - PresentMicroventuresInvestor Support Specialist Jan 22- Mar 23Fidelity InvestmentsWorkplace Planning AssociateJun 19- Aug 21
Julio NovoInvestment AnalystView Profile, Julio NovoErik SigurdsonInvestment Banking AnalystView Profile, Erik SigurdsonJack GramzaAccount Executive Growth Business Financial ServicesView Profile, Jack Gramza