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
Principal Asset ManagementSenior Director - Wealth ManagementSep 09 - PresentRs InvestmentsRegional Sales DirectorOct 08- Sep 09
Sean CoffeyRetiredView Profile, sean coffeyMyriam Pereira RicoInvestor Business AngelView Profile, myriam pereira ricoNiklas CarlingBoard ObserverView Profile, niklas carling