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
Rise North CapitalFinancial AdvisorMay 21 - PresentNorthwestern MutualCollege Financial RepresentativeMay 20- May 21Fidelity InvestmentsSales & Relationship Management InternMay 19- Aug 19
Florence ThomasFinancial Operations SpecialistView Profile, Florence ThomasSteven DiazAssociate DirectorView Profile, Steven DiazPeter PiukovicsFinance ManagerView Profile, Peter Piukovics