Account Type***** *******Account Owner***** ****Account Opps/Deals**** ******Closed Won • Dec 24****K $Closed
****** ***Worked in execs roles at *** together from 2021-2024***** ******Worked in the same department at *** together from 2021-2024
Partners CapitalClient Service AssociateJun 23 - PresentCfa Institute CFA Research Challenge Participant Oct 22- Mar 23John HancockMutual Fund Summer AnalystMay 22- Aug 22
Sam AddicottClient Services ManagerView Profile, sam addicottFabian ArrietaDirector Customer CareView Profile, fabian arrietaMarisa LimaManager Contact Center EnterpriseView Profile, marisa lima