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
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
Maria TsirkunovaSenior Audit Manager US GAAP PCAOBView Profile, maria tsirkunovaSamantha WelcherFinance ManagerView Profile, samantha welcherאדלר AdlerControlerView Profile, אדלר adler