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
Design™ Wealth AdvisorsWealth Advisor and Portfolio ManagerJan 23- Mar 25Accelerated Wealth LlcChief Investment OfficerMay 14- Jan 23Trading AcademyInstructorSep 09- Jan 17
Kitty BoytePartnerView Profile, Kitty BoyteDarina KhaninaPrincipal Business DevelopmentView Profile, Darina KhaninaTanya SmithSr Strategic Account ManagerView Profile, Tanya Smith