Account Type*** ******Account Owner******** *******Account Opps/Deals**** *******Closed Won • Feb 25****K $Closed
****** ******Worked in execs roles at *** together from 2021-2024******** ****Worked in the same department at *** together from 2021-2024
AtheneSenior Investment Analyst | ActuarialJan 25 - PresentKpmg In BermudaAssistant Manager | Deal AdvisoryJan 23- Nov 24Wellington ManagementAssociate | Institutional & Global Wealth ManagementJan 20- Dec 22
Nadelly CabreraSenior Financial PlannerView Profile, Nadelly CabreraWilliam WaidhoferLead Financial AnalystView Profile, William WaidhoferOrel IsacharSenior FP A AnalystView Profile, Orel Isachar