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
Value Line FundsRIA Sales DirectorJul 21 - PresentAllianz Global InvestorsRIA Investment ConsultantJan 10- Jan 20Merrill LynchFinancial Solutions AdvisorJan 07- Jan 10
Beatriz Carrascal SanzAccount ManagerView Profile, Beatriz Carrascal SanzDana BurnsAccount ExecutiveView Profile, Dana BurnsAndru CreightonHead Of SalesView Profile, Andru Creighton