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
The Ascent GroupRIA Investment Operations ManagerFeb 25 - PresentCore Wealth ManagementDirector of Investment OperationsApr 24- Feb 25AmeritasManager, Wealth Management & Investment ServicesSep 15- Mar 24
Naci KulogluSr Pricing SpecialistView Profile, Naci KulogluAlexis BenolielResponsable Administratif Et FinancierView Profile, Alexis BenolielNicolaj FoldagerFinancial ManagerView Profile, Nicolaj Foldager