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
Ritholtz Wealth ManagementInvestment Advisor Representative / Corporate Retirement PlansJan 19 - PresentPaychexRetirement Plan ConsultantApr 08- Dec 11
Changying CaiAccounts Payable OfficerView Profile, Changying CaiDaniel SewellFinance DirectorView Profile, Daniel SewellFrancesco PappaletteraFinance Controlling ManagerView Profile, Francesco Pappalettera