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
Capital GroupWealth Management ConsultantMar 25 - PresentLord Abbett Co LlcRegional ManagerJul 18- Feb 25
Matteo BarbaroGroup Head Of FP AView Profile, Matteo BarbaroNick MazurProfessional Indemnity UnderwriterView Profile, Nick MazurDouglas TanSenior Investment AnalystView Profile, Douglas Tan