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
Turning Point Financial Northwestern MutualAssociate Financial Representative, Investment OperationsApr 24 - PresentChildrens Specialized HospitalFamily Advisory CouncilOct 09- May 12Prestige Wealth Management GroupOperations ManagerJul 02- Feb 04
Alex ForsytheFinancial AnalystView Profile, alex forsytheLuis Rebelo Dos SantosSenior Associate Portfolio Management InvestmentsView Profile, luís rebelo dos santosJonathon WarnerAssistant Management AccountantView Profile, jonathon warner