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
Partners CapitalClient Service AssociateJun 23 - PresentCfa Institute CFA Research Challenge Participant Oct 22- Mar 23John HancockMutual Fund Summer AnalystMay 22- Aug 22
Victoria RomoloClaims Specialist WCCS StewardshipView Profile, Victoria RomoloShelley RyanCustomer Service ManagerView Profile, Shelley RyanLevinia MosesCustomer Service ManagerView Profile, Levinia Moses