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
Institutional Cash Distributors IcdAssistant Vice President, Trading OperationsJun 19 - PresentCarson WealthOperations AssociateJul 18- Feb 19Infinity Financial ServicesCompliance AnalystNov 17- Feb 18
Nicole NewtonExecutive Director B 2 B OperationsView Profile, Nicole NewtonPhil ErneyManaging DirectorView Profile, Phil ErneyByron SlabyVP Of Operations DevelopmentView Profile, Byron Slaby