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
Plan 2 Thrive FinancialInvestment AdvisorJan 17 - PresentNew York Life Insurance CompanyAgentJul 13- Dec 16Vallen Formerly Hagemeyer North AmericaMarket ManagerApr 08- Dec 12
Jonathan HerzogPortfolio ManagerView Profile, jonathan herzogOrlando LopezTrader Money Market RepoView Profile, orlando lopezJoshua RainesControllerView Profile, joshua raines