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
Spf Private ClientsMortgage AssociateAug 21 - PresentMillion Plus Private FinanceMortgage AssociateFeb 21- Aug 21De HavillandMortgage AdvisorNov 16- Feb 21
Jade FricotGlobal Investment Research Summer InternView Profile, Jade FricotJacob R FucitoSenior Financial Representative Principal Securities Registered Representative Financial PlannerView Profile, Jacob R FucitoPaulo Andres Martinez ClevesInternational Financial Advisor AssociateView Profile, Paulo Andres Martinez Cleves