Account Type****** ***Account Owner***** *******Account Opps/Deals*** *******Closed Won • Dec 24**K $Closed
******* ********Worked in execs roles at *** together from 2021-2024***** ********Worked in the same department at *** together from 2021-2024
NEXT Financial GroupCERTIFIED FINANCIAL PLANNER™Nov 08- Aug 15ValicCERTIFIED FINANCIAL PLANNER™Oct 04- Oct 08AmeritasCERTIFIED FINANCIAL PLANNER™Apr 97- Oct 04
Nitya Nand RaiAssociate DirectorView Profile, nitya nand raiJonah CrainPrivate Credit AnalystView Profile, jonah crainTeun CastelijnsHead Of FP AView Profile, teun castelijns