Account Type******* *****Account Owner******** *****Account Opps/Deals******* ***Closed Won • Oct 24**K $Closed
***** ******Worked in execs roles at *** together from 2021-2024******* ******Worked in the same department at *** together from 2021-2024
Wells Fargo AdvisorsFinancial AdvisorJul 21 - PresentEnfusionAmericas Head of Portfolio OperationsJul 18- Jun 21Atkins Tennis CtrManager, Women's TennisJan 17- May 18
Ben LewisFinancial AdvisorView Profile, ben lewisAlan MasonDba Mason Financial PartnersView Profile, alan masonCamron BagheriInvestment AnalystView Profile, camron bagheri