Account Type******** ********Account Owner*** ****Account Opps/Deals*** ******Closed Won • Nov 24***K $Closed
***** *****Worked in execs roles at *** together from 2021-2024**** ***Worked in the same department at *** together from 2021-2024
AurusDirector - Global Institutional MarketsSep 20 - PresentTrz FundsSenior Business Development ManagerNov 18- Jun 20Carrick WealthSenior Wealth SpecialistAug 14- Apr 18
Marvin Jake ChaffinInbound Sales ManagerView Profile, marvin (jake) chaffinMartin VarrandChief Revenue OfficerView Profile, martin varrandCesar ZenonNational Account Sales ManagerView Profile, cesar zenon