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
Lewis FinancialWealth Management AdvisorMay 24 - PresentHartford FundsAdvisor ConsultantMar 11- Jul 23
Lillian ZhangDirector Of Finance Head Of China DeskView Profile, Lillian ZhangMichal PacochaDirector Group Accounting ControllingView Profile, Michal PacochaJoey VelezFinancial AdvisorView Profile, Joey Velez