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
ExnessClient Relationship ManagerJan 23 - PresentAltfest Personal Wealth ManagementFund AnalystJun 19- Apr 21Ameriprise Financial Services LlcFinancial Planning AssociateSep 18- May 19
Jim HendersonImplementation SpecialistView Profile, jim hendersonJefferson CardosoTechnical Customer Success ManagerView Profile, jefferson cardosoAivic Claire SolamilloOnboarding SpecialistView Profile, aivic claire solamillo