Account Type******* *****Account Owner******* ****Account Opps/Deals******** *****Closed Won • Oct 24***K $Closed
***** ********Worked in execs roles at *** together from 2021-2024*** ***Worked in the same department at *** together from 2021-2024
Mayport Wealth ManagementWealth Management AssociateJul 23 - PresentHarbourvest PartnersPortfolio AssociateAug 22- Jun 23Putnam InvestmentsAssociate ConsultantJun 18- Aug 22
Hai ArbivBusiness Analyst Revenue OperationsView Profile, hai arbivTracy RippyRetirement SpecialistView Profile, tracy rippyTim WilsonFinancial SpecialistView Profile, tim wilson