Account Type*** ***Account Owner**** ****Account Opps/Deals******** *****Closed Won • Oct 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
Alex SunAssociateView Profile, alex sunMariya AckermannPricing Procurement SpecialistView Profile, mariya ackermannBrett IsaacInvestment Banking AssociateView Profile, brett isaac