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
Harris WilliamsSenior Financial SpecialistJun 15 - PresentIntegrated Global ServicesExecutive AssistantAug 14- Jun 15Harris WilliamsExecutive & Marketing AssistantJul 06- Aug 14
Mark NortmanWealth ManagerView Profile, mark nortmanLuc CarpinelliInvestment AssociateView Profile, luc carpinelliHanif KutchhiInvestment AdvisorView Profile, hanif kutchhi