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
Altfest Personal Wealth ManagementPortfolio Specialist, Equity and Fixed Income TradingOct 21 - PresentGlenmedeRotational Management AssociateJun 19- Dec 20Wilmington TrustInvestment Management and Trading Technology Co-OpJan 17- Sep 17
Adam NorthAssociateView Profile, adam northTyler FlowersFinance Systems AdministratorView Profile, tyler flowersMangesh LotlikarAssistant ControllerView Profile, mangesh lotlikar