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
Optimize Wealth ManagementFinancial Service AssociateFeb 25 - Present3 Motion AiConsultant Feb 24- May 24Wellfield Technologies IncQA AnalystDec 20- May 23
Chelly JosephInvestment Advisor Representative Registered RepresentativeView Profile, chelly josephPaula MatosCredit AnalystView Profile, paula matosJames MnookinReitiredView Profile, james mnookin