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
TradewindsFinancial AdvisorJun 24 - PresentFidelity InvestmentsInvestment Solutions Representative I Oct 22- Jun 24Beacon WealthcareAssociate Financial PlannerMar 22- Jun 22
Alex MeirFP A AnalystView Profile, Alex MeirStacy StreamStaff AccountantView Profile, Stacy StreamAmit KapoorAssociate DirectorView Profile, Amit Kapoor