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
Balanz CapitalFinancial Advisor - High Net Worth IndividualsDec 24 - PresentBull Market SecuritiesCustomer Service RepresentativeJan 23- Sep 24Consultores Asset ManagementAnalista de Back Office FinancieroDec 20- Jan 23
Maddie KaufmanProject Manager Institutional InvestmentsView Profile, Maddie KaufmanLeena KothariAccountantView Profile, Leena Kothari✨ Kathy AnnetzbergerAdvanced Finance ManagerView Profile, ✨ Kathy Annetzberger