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
MpersInvestment AnalystJan 23 - PresentBuild Asset ManagementInternal WholesalerDec 20- Dec 22Waddell ReedParaplannerJul 16- Aug 19
Devon RitchPartner M A Union Square AdvisorsView Profile, Devon RitchAsif Rafiq FcaFinance And Net Suite ConsultantView Profile, Asif Rafiq FcaMarie Nicolini CacklerAccounting ManagerView Profile, Marie Nicolini Cackler