Account Type**** ****Account Owner**** ***Account Opps/Deals******** ***Closed Won • Dec 24***K $Closed
**** *******Worked in execs roles at *** together from 2021-2024***** ******Worked in the same department at *** together from 2021-2024
CleengSenior FP&A AnalystAug 20 - PresentFranklin TempletonSenior Analyst - Investment Management ServicesJun 16- Jun 20Ing PolandCorporate Client Assistant AdvisorJan 16- May 16
David L Steinberg CfpSenior Wealth AdvisorView Profile, david l. steinberg cfp®Stephanie PokowitzSenior ControllerView Profile, stephanie pokowitzMiriam KurianSenior Staff AccountantView Profile, miriam kurian