Account Type******* *******Account Owner***** ****Account Opps/Deals*** ***Closed Won • Feb 25***K $Closed
***** ********Worked in execs roles at *** together from 2021-2024***** ***Worked in the same department at *** together from 2021-2024
Charles River DevelopmentBusiness Analyst - Wealth ManagementSep 24 - PresentVestmarkProduct OwnerAug 18- Sep 24Putnam InvestmentsInvestment System Support AnalystApr 16- Aug 18
Felipe BergerEquity Research AnalystView Profile, Felipe BergerDavid KimPortfolio ManagerView Profile, David KimTony ObregonCommercial Insurance BrokerView Profile, Tony Obregon