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
Swiss Life SelectFinancial AdvisorNov 13 - PresentBnp ParibasAssistant Gestionnaire de PatrimoineMar 12- Oct 12Groupe Credit AgricoleAssistant de Gestionnaire de PatrimoineApr 11- Jun 11
Joseph FlahertyInvestment Banking Summer AssociateView Profile, Joseph FlahertyWilliam BlackInvestment Advisor RepresentativeView Profile, William BlackLaura DipianoFinance ProjectsView Profile, Laura Dipiano