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
Personal CapitalFinancial AdvisorAug 20- Feb 23CaptrustVice President - Financial AdvisorJan 16- Jan 20Edward JonesFinancial AdvisorJun 13- Jan 16
Nick MattiacciResearch AnalystView Profile, Nick MattiacciIakovos VitouladitisClient Finance ManagerView Profile, Iakovos VitouladitisIrina LioghenchiDirector Of FP AView Profile, Irina Lioghenchi