Account Type****** ********Account Owner****** ********Account Opps/Deals*** *******Closed Won • Dec 24***K $Closed
**** ********Worked in execs roles at *** together from 2021-2024*** ****Worked in the same department at *** together from 2021-2024
Ig Wealth ManagementFinancial Security Advisor, Mutual Funds RepresentativeNov 20 - PresentFreedom 55 FinancialFinancial Security AdvisorNov 15- Aug 17Carve Creative StrategyAccount DirectorSep 12- Nov 15
Tomas AdduciInvestment Banking AnalystView Profile, tomas adduciAaron SantosGlobal FP A LeadView Profile, aaron santosAngelo ArossiConseiller Financier Diplome IAFView Profile, angelo arossi