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
Currently Seeking New RoleFinancial Planner, Investment Analyst, Portfolio Analyst, ParaplannerFeb 24 - PresentEySenior Financial PlannerJan 11- Oct 23
Cyril DesouzaGlobal Head Of FinanceView Profile, cyril desouzaMaria Victoria Garcia BarretoAccounts ExecutiveView Profile, maría victoria garcía barretoWill BiggsIncoming 2025 Investment Banking Summer AnalystView Profile, will biggs