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
Sargent Investment GroupDirector of OperationsMar 24 - PresentT M Wealth ManagementDirector of OperationsSep 22- Mar 24Morgan StanleySenior AnalystJul 14- Mar 15
Komal NaikMarketing Operations Manager EMEAView Profile, Komal NaikSean N PerkinsCo OwnerView Profile, Sean N PerkinsMarius WeindorfOperations ManagerView Profile, Marius Weindorf