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
Cornerstone Wealth Group LlcWealth AdvisorMar 24 - PresentCity National RochdaleSenior Investment ConsultantJul 14- Mar 24Deutsche BankVice President - Investment StrategistAug 05- Sep 12
Robert PryatelyFinancial AnalystView Profile, robert pryatelyYuli EgozyAssistant ControllerView Profile, yuli egozyRobert BowlerPayment SpecialistView Profile, robert bowler