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
FoleonFinancial AccountantJun 23 - PresentIntertrust GroupFinancial Account ManagerMar 22- May 23EyAssistant ManagerOct 19- Aug 21
Karen KennedyGroup ControllerView Profile, Karen KennedyBrad SpadaforeDirector Of Retirement PlanningView Profile, Brad SpadaforeJamie FranceschiniSenior Asset ManagerView Profile, Jamie Franceschini