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
John NeatFinancial ControllerView Profile, john neatCorreen BrownHead Of Finance And AdministrationView Profile, correen brownJoseph OropezaAccounting ManagerView Profile, joseph oropeza