Account Type****** *****Account Owner*** ********Account Opps/Deals****** *******Closed Won • Oct 24***K $Closed
****** ****Worked in execs roles at *** together from 2021-2024***** *******Worked in the same department at *** together from 2021-2024
Bip WealthPersonal Wealth AdvisorMay 23 - PresentCaptrustSenior Associate | Financial PlanningApr 21- Feb 23Charles SchwabAssociate Financial ConsultantJul 17- Aug 20
Jihan Hamdan Abu NasserInternational Tax ConsultantView Profile, jihan hamdan abu nasserCarrie PrehodaSenior Equity ConsultantView Profile, carrie prehodaHannah EvaTrifin AccountingView Profile, hannah eva