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
Algorithmic Investment Models AIMRetired Portfolio Manager, Managing PartnerJun 09- Feb 22Beaumont Financial PartnersPartner, Financial Advisor, Portfolio ManagerDec 99- Dec 19
Chad PolicarpioDirector Training OperationsView Profile, chad policarpioBrandon ManuelWarehouse AssociateView Profile, brandon manuelSarah BittoManager Review Committee OperationsView Profile, sarah bitto