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
Parallel Advisors LlcSenior Wealth StrategistNov 22 - PresentFabricClient Development - Factor-based Portfolio AnalysisNov 21- Nov 22ZoominfoCustomer Success ManagerAug 21- Oct 21
Malinda Van AalstFinance AdministratorView Profile, Malinda Van AalstKatrina Katie KingAdvisor Finance Operations Pharma Pricing ResearchView Profile, Katrina Katie KingChris BrooksChief Financial OfficerView Profile, Chris Brooks