Account Type*** ***Account Owner*** ******Account Opps/Deals**** *******Closed Won • Oct 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
Alessandro GiulianiPartner Corporate Finance MilanoView Profile, alessandro giulianiRia ClayTax Operations ReportingView Profile, ria clayDorita DsouzaSenior Accountant VATView Profile, dorita d'souza