Account Type*** ***Account Owner**** ********Account Opps/Deals****** ****Closed Won • Oct 24***K $Closed
******* ********Worked in execs roles at *** together from 2021-2024**** ***Worked in the same department at *** together from 2021-2024
Alpha Cubed Investments LlcInvestment Advisor Representative Sep 18 - PresentFidelity InvestmentsInvestment ConsultantApr 16- Sep 18Northwestern MutualFinancial RepresentativeAug 15- Mar 16
Alla TolstajaFinance Systems Integration SpecialistView Profile, alla tolstajaCarlos De La PenaFinancial AnalystView Profile, carlos de la peñaPedro MachadoInvestment SpecialistView Profile, pedro machado