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
Edgepoint Wealth ManagementPartnerApr 19 - PresentNatixis Investment ManagersSales AnalystMay 18- Mar 19AmundiTrade & Cash Support SpecialistJun 17- Jan 18
Makella MatierExecutive AssistantView Profile, makella matierPaul BurnetteProject ManagerView Profile, paul burnetteJean HughesExecutive AssistantView Profile, jean hughes