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
Ritholtz Wealth ManagementInvestment Advisor Representative / Corporate Retirement PlansJan 19 - PresentPaychexRetirement Plan ConsultantApr 08- Dec 11
Tiphanie CrossUnderwriterView Profile, tiphanie crossThando NgobeseEquity Research AssociateView Profile, thando ngobeseTony BrayshawInterim AccountantView Profile, tony brayshaw