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
Kathmere Capital ManagementSenior Private Wealth AdvisorMar 21 - PresentMill Creek Capital AdvisorsInvestment AnalystNov 16- Mar 21VanguardFinancial Administrator- Institutional Advisory ServicesMar 12- Nov 16
Alex TiveyAssociateView Profile, alex tiveyJasper DijkstraConsultant InvestorView Profile, jasper dijkstraRoelien DonkerFinancieel MedewerkerView Profile, roelien donker