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
Burton Enright WelchLead Advisor, PrincipalJan 19 - PresentAltfest Personal Wealth ManagementAssistant Director of Financial PlanningJun 13- Dec 18Merrill LynchEquity Research AnalystJul 11- May 13
Derrick FreijomilPartnerView Profile, Derrick FreijomilJasmine AhmedVice President Global Finance Integration And CapabilitiesView Profile, Jasmine AhmedLaura CarrilloConsultantView Profile, Laura Carrillo