Account Type******* *******Account Owner***** *****Account Opps/Deals******* *****Closed Won • Nov 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
Aidan VictorAssociateView Profile, aidan victorKendall PressnerAssistant ControllerView Profile, kendall pressnerWilliam McsheaFinancial AnalystView Profile, william mcshea