Account Type****** ********Account Owner******** ****Account Opps/Deals******** ******Closed Won • Nov 24***K $Closed
*** ********Worked in execs roles at *** together from 2021-2024*** ******Worked in the same department at *** together from 2021-2024
GeowealthWealth Management SpecialistJun 23 - PresentApex Group LtdPrivate Equity Depositary AnalystNov 20- Jun 23FxcmInstitutional Operations AssociateJun 19- Sep 20
Heike MertingkReferentin KonzernrechnungswesenView Profile, heike mertingkCatherine SeeberPrincipal Financial AdvisorView Profile, catherine seeberMatthew QuerzeFinancial Planner Investment Advisor Retirement Plan ConsultantView Profile, matthew querze