Account Type***** *****Account Owner****** ******Account Opps/Deals******** ****Closed Won • Feb 25***K $Closed
***** ******Worked in execs roles at *** together from 2021-2024***** *******Worked in the same department at *** together from 2021-2024
Fidelity InvestmentsAssociate Analyst, Trust OperationsSep 21 - PresentStellarwareOutreach and Compliance CoordinatorMay 17- Jul 21Northwestern MutualCollege Financial RepresentativeFeb 18- Jul 18
Surette BothaSabaticalView Profile, Surette BothaValentina ClementeProperty CoordinatorView Profile, Valentina ClementeLeon BoretiusVorsorgespezialist Fur Das Dbb VorsorgewerkView Profile, Leon Boretius