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
Oxford Financial Group LtdRelationship ManagerJan 23- Oct 24Compass Wealth ManagementSenior PlannerApr 19- Jul 22J P MorganInvestment AssociateSep 17- Sep 18
Neeraj AroraEngagement Director Mobile Transformation CRMView Profile, Neeraj AroraMichael ReddenSr Manager Strategic AccountsView Profile, Michael ReddenEllie EastwoodLead Academic StrategistView Profile, Ellie Eastwood