Account Type***** *****Account Owner******* ********Account Opps/Deals***** ******Closed Won • Jan 25***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
Paloma Silva GhilardiFinancial Controlling ManagerView Profile, Paloma Silva GhilardiGul AkinAccount SpecialistView Profile, Gul AkinDean SmithHedge Fund ManagerView Profile, Dean Smith