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
Allfluent Wealth ManagementFinancial AdvisorSep 24 - PresentHj SimsVice PresidentMay 22- May 24Northern Trust Asset ManagementESG & Fixed Income-Product Specialist/Business DevelopmentOct 19- May 22
Sara Joyce AccaController FinanceView Profile, sara joyce accaChad ReinhardtDirector Finance Data ScienceView Profile, chad reinhardtCindy Cindy Williams HansenSenior Accounting AssistantView Profile, cindy cindy williams hansen