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
CaptrustSenior Specialist | Financial PlanningDec 22 - PresentAxa Advisors LlcClient ServicesJan 08- Jan 10U S Bancorp Investments IncInsurance Specialist/Client ServicesApr 04- Aug 07
Felipe PradoSenior Finance AnalystView Profile, felipe pradoFabian GongInvestment Banking Associate Mergers And AcquisitionsView Profile, fabian gongDan CoughlanInvestment ManagerView Profile, dan coughlan