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
Burton Enright WelchLead Advisor, PrincipalJan 19 - PresentAltfest Personal Wealth ManagementAssistant Director of Financial PlanningJun 13- Dec 18Merrill LynchEquity Research AnalystJul 11- May 13
Anita FreitasProfessora UniversitariaView Profile, anita freitasHrvoje Bogeljic SimunicProject EngineerView Profile, hrvoje bogeljić šimunićLindsey CroninExecutive AssistantView Profile, lindsey cronin