Account Type******* ********Account Owner****** ********Account Opps/Deals******* ****Closed Won • Jan 25**K $Closed
******** *****Worked in execs roles at *** together from 2021-2024******** *****Worked in the same department at *** together from 2021-2024
The Ascent GroupRIA Investment Operations ManagerFeb 25 - PresentCore Wealth ManagementDirector of Investment OperationsApr 24- Feb 25AmeritasManager, Wealth Management & Investment ServicesSep 15- Mar 24
Nicholas Lim 林岳鋒Investment Banking InternView Profile, Nicholas Lim 林岳鋒Ana Isabel Rodriguez AlegreResponsable De Normativa Y Representante En Organismos SectorialesView Profile, Ana Isabel Rodriguez AlegreAnat Azulay 🎗️Head Of Finance And OperationsView Profile, Anat Azulay 🎗️