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
Baluarte Wealth AdvisorsPartner - InvestmentsMay 17 - PresentDeutsche BankVice President - Investment's Deputy DirectorMay 15- Apr 17Banco Privado PortuguesAsset ManagerMar 98- Nov 07
Jennie OrellanaFinancial AccountantView Profile, Jennie OrellanaWeijian YouAssociateView Profile, Weijian YouBethanie LloydFinance And Office ManagerView Profile, Bethanie Lloyd