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
Apella WealthChief Financial OfficerOct 22 - PresentSt Germain Investment ManagementTreasurer, Vice PresidentMay 06- Oct 22The HartfordSenior Securities AdministratorJul 98- Mar 05
Joseph NorstedtVP Investment OperationsView Profile, Joseph NorstedtJan BellChief Financial OfficerView Profile, Jan BellAlan MascarenhasSenior Director Corporate Finance AnalyticsView Profile, Alan Mascarenhas