Account Type**** ********Account Owner****** ****Account Opps/Deals*** *****Closed Won • Feb 25***K $Closed
**** ***Worked in execs roles at *** together from 2021-2024**** ***Worked in the same department at *** together from 2021-2024
Commonwealth Financial GroupFinancial PlannerAug 10 - PresentBaystate FinancialFinancial RepresentativeDec 04- Sep 10Commonwealth Financial GroupFinancial AdvisorOct 03- Nov 04
Carrie PrehodaSenior Equity ConsultantView Profile, Carrie PrehodaMonique Martens Van Tilburg Msc RaHead Of FinanceView Profile, Monique Martens Van Tilburg Msc RaMing LiDirector Of FinanceView Profile, Ming Li