Account Type******* ****Account Owner****** *******Account Opps/Deals******** ***Closed Won • Oct 24***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
Kyeong Catherine KimAssociateView Profile, kyeong (catherine) kimWilliam JettAVP Risk Analysis Specialist IIView Profile, william jettDelphine GlickInvestment Banking AssociateView Profile, delphine glick