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
Principal Asset ManagementRegional Director - Retirement InvestmentsJun 20 - PresentWells FargoVice President - Institutional Consulting AnalyticsOct 14- Aug 17Wells FargoOperationsJan 03- Jan 04
Daniel CostaAssociate Client PartnerView Profile, Daniel CostaNoam HaberfeldSales Strategy And OperationsView Profile, Noam HaberfeldNicholas BelkinHead Of Acquisitions Kooky Delph GroupView Profile, Nicholas Belkin