Account Type******** *****Account Owner******* ********Account Opps/Deals******* *******Closed Won • Feb 25**K $Closed
******** ********Worked in execs roles at *** together from 2021-2024******** ******Worked in the same department at *** together from 2021-2024
Julius BaerPortfolio ManagerNov 21 - PresentMattioli WoodsInvestment ManagerJul 19- Nov 21Ascot Wealth ManagementCashflow AnalystJun 14- Jul 15
Paula CunhaProduct Business Development ManagerView Profile, Paula CunhaMelanie VasseurSenior Director Of Product ManagementView Profile, Melanie VasseurEmma TobiasProduct Training SpecialistView Profile, Emma Tobias