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
AllyDirector of Business Operations - Invest & DepositsApr 21 - PresentEyFinancial Services Senior ConsultantApr 19- Apr 21VanguardClient Resolution Service SpecialistAug 15- Apr 19
Michael MonteroJunior Accounting ManagerView Profile, Michael MonteroYolanda RodriguesHead Of Investment OperationsView Profile, Yolanda RodriguesWill FarrarFinancial AnalystView Profile, Will Farrar