Account Type***** *****Account Owner***** ****Account Opps/Deals******** ********Closed Won • Feb 25****K $Closed
***** *****Worked in execs roles at *** together from 2021-2024***** ******Worked in the same department at *** together from 2021-2024
Altfest Personal Wealth ManagementDirector of Client ServicesFeb 20 - PresentFocused Wealth ManagementVice President of Wealth ManagementDec 14- Feb 20Bard CollegeResearch AssistantJun 14- Aug 14
Annie KorsgardDirector Client EngagementView Profile, Annie KorsgardTracey S CarteeDirector Client RelationshipsView Profile, Tracey S CarteeFrederik Andreas JacobsenSenior Director Digital Customer Engagement Digital ExcellenceView Profile, Frederik Andreas Jacobsen