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
Workplace OptionsCertified Financial PlannerApr 25 - PresentCurrently Seeking New RoleFinancial Planner, Investment Analyst, Portfolio Analyst, ParaplannerFeb 24 - PresentEySenior Financial PlannerJan 11- Oct 23
Matt WalkerUK EquitiesView Profile, Matt WalkerEddy HanDirector Finance And AccountingView Profile, Eddy HanKellie Jo IrizarryHead Of Finance Business PartneringView Profile, Kellie Jo Irizarry