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
Octavia Wealth AdvisorsFinancial AnalystMay 24 - PresentFeg Investment AdvisorsInstitutional Portfolio Analyst InternMay 23- May 24University Of CincinnatiInvestment InternJan 23- Apr 23
Tim KaneAssociateView Profile, tim kaneLuisa MGlobal Controllership Reporting CoordinatorView Profile, luísa m.Giulio BertoliniFinance AnalystView Profile, giulio bertolini