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
AvivaTrading Underwriter Jan 23 - PresentWillis LimitedAccount ManagerJul 08- Jun 10Taylor Patterson LimitedCorporate Client Broker Apr 06- Jul 08
Rachel GuastaferriFinancial Planning AssociateView Profile, Rachel GuastaferriKevin BuilesInvestment Banking AssociateView Profile, Kevin BuilesJordan WeissFounding MemberView Profile, Jordan Weiss