Account Type*** *****Account Owner******** *******Account Opps/Deals****** ********Closed Won • Jan 25**K $Closed
*** *******Worked in execs roles at *** together from 2021-2024***** ********Worked in the same department at *** together from 2021-2024
Altfest Personal Wealth ManagementFinancial AdvisorApr 22 - PresentPrudential FinancialFinancial Advisor at The Prudential Insurance Company of AmericaMar 18- Apr 22Northwestern MutualFinancial Advisor, CFP®Jan 00- Feb 16
Rechell InmenzoFinance ManagerView Profile, Rechell InmenzoMiu LiInvestment DirectorView Profile, Miu LiLuke MckennaPrivate Equity AssociateView Profile, Luke Mckenna