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
Parallel Advisors LlcSenior Wealth StrategistNov 22 - PresentFabricClient Development - Factor-based Portfolio AnalysisNov 21- Nov 22ZoominfoCustomer Success ManagerAug 21- Oct 21
Melek ShaieLoan OfficerView Profile, melek shaieHolly OliverCFOView Profile, holly oliverWilliam HenshawGroup FP A ManagerView Profile, william henshaw