Account Type****** ******Account Owner******** ****Account Opps/Deals******** *******Closed Won • Jan 25**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
Kyle PetersFinancial ControllerView Profile, Kyle PetersDeanna NeufeldRegional Corporate ControllerView Profile, Deanna NeufeldKatrin HuberSenior FP A ManagerView Profile, Katrin Huber