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
Navista Wealth ManagementBranch Associate/Executive AdministratorOct 24 - PresentBirch Cove Group LtdBranch Associate/Executive AdministratorApr 22- Oct 24Guggenheim PartnersGlobal Administrative Associate/Executive AssistantJun 18- Apr 22
Roberta KlaesHiring Journey SpecialistView Profile, roberta klaesMichelle SimonLead Implementation Consultant IIIView Profile, michelle simonSandy ShefcheckProject Management Senior AssociateView Profile, sandy shefcheck