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
CorientWealth PlannerJan 23 - PresentThe Roosevelt Investment Group LlcMarketing ManagerJun 18- Apr 24Onedigital TampaOperations ManagerJun 14- Jun 18
Pallas ForcellaProprietary TraderView Profile, pallas forcellaPeter KristakPricing Expert And CFOView Profile, peter kristakGeertje QuellenbergOffice Manager AccountantView Profile, geertje quellenberg