Account Type**** ********Account Owner**** ********Account Opps/Deals***** ******Closed Won • Aug 24***K $Closed
**** ******Worked in execs roles at *** together from 2021-2024****** ***Worked in the same department at *** together from 2021-2024
Q Wealth PartnersAssociate Portfolio ManagerMay 21 - PresentFranklin TempletonVice PresidentMay 15- Jul 20SantanderBusiness DevelopmentMar 14- Apr 15
Natalie TalFinanceView Profile, natalie talRoni KahnAssociateView Profile, roni kahnDaniel RhodesFinancial CoordinatorView Profile, daniel rhodes