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
Fidelity InvestmentsFinancial Services RepresentativeJul 24 - PresentShamrock Trading CorporationAccount RepresentativeJul 22- Jul 24Vector MarketingAssistant ManagerMay 21- Aug 21
Calah RamirezInsurance AgentView Profile, Calah RamirezAlejandro Simon Gonzalez HernandezEstudiante En Practica Middle Office Wealth ManagementView Profile, Alejandro Simon Gonzalez HernandezBrandon WendelBusiness AnalystView Profile, Brandon Wendel