Account Type**** ******Account Owner******** ******Account Opps/Deals******* *******Closed Won • Nov 24***K $Closed
**** ********Worked in execs roles at *** together from 2021-2024****** ***Worked in the same department at *** together from 2021-2024
Natixis Investment ManagersRelationship ManagerJun 22 - PresentMutuactivosSenior Wealth Management AdvisorMay 17- Jun 22BankinterWealth Management AdvisorSep 14- May 17
June KangLicensed Real Estate SalespersonView Profile, june kangRicky BolmanInside Sales Account ManagerView Profile, ricky bolmanMarkus LischkaProduct Owner One Dynamics Sales MarketingView Profile, markus lischka