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
Citizens Wealth ManagementPrivate Client Financial Advisor, VPMar 25 - PresentCitiFinancial Planning SpecialistMay 22- Apr 24Fidelity InvestmentsFinancial ConsultantOct 19- May 22
Bar MaaraviAssociateView Profile, Bar MaaraviThomas ParamorBullion BrokerView Profile, Thomas ParamorMehboob KhanSenior Finance ManagerView Profile, Mehboob Khan