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
Planmember Financial CorporationProgram Manager - Practice ManagementAug 24 - PresentGenter Capital ManagementVice President, Private Client DivisionMar 24- Aug 24Morgan StanleyExecutive Director, Global Investment OfficeJan 22- Jan 24
Poppy EwenceEvent PlannerView Profile, Poppy EwenceYasmin AcevedoSafety SpecialistView Profile, Yasmin AcevedoKeeley ByrnesCourse Instructor Part TimeView Profile, Keeley Byrnes