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
Allica BankRelationship Manager - Growth FinanceJan 24 - PresentHsbcRelationship Manager - New Business TeamAug 18- Jan 24AmplifymeApplied Global Macroeconomics & Investment Bank TradingMar 17- Mar 17
John BertolliniInvestment AdvisorView Profile, john bertolliniApril RobertsAccounting RepresentativeView Profile, april robertsChad SeverinAsset Allocation AnalystView Profile, chad severin