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
Altfest Personal Wealth ManagementFinancial AdvisorFeb 22 - PresentLehman BrothersResearch Sales Assistant, New York Institutional Equity SalesSep 91- Nov 95
Tom WalshHead Of FP AView Profile, Tom WalshJose David Araya JimenezSenior Collections AnalystView Profile, Jose David Araya JimenezStefanie GansertTax Manager GermanyView Profile, Stefanie Gansert