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
GlenmedeRelationship Management Officer, Wealth AdvisoryMar 21 - PresentMarinerWealth AdvisorNov 18- Feb 21VanguardHigh Net Worth - Flagship at VanguardJun 18- Nov 18
Sergio RuizSales Excellence Manager CEMEAView Profile, sergio ruizClaudia RiveraSales Business AnalystView Profile, claudia riveraBeom Sun HwangRegional Commercial Operations LeadView Profile, beom-sun hwang