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
Principal Asset ManagementSenior Director- RIA, Family Office, Institutional WealthFeb 22 - PresentVanguardSales Executive - Financial Advisor ServicesAug 07- Jan 22
Michael KaindlCOO Concentrix BalkanView Profile, michael kaindlStephen NelbSenior Vice PresidentView Profile, stephen nelbMichael B ReidbordPresidentView Profile, michael b. reidbord