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
Fidelity InvestmentsWorkplace Financial ConsultantMar 21 - PresentCentric WealthInvestment Advisor RepresentativeJan 20- Mar 21Nylife Securities LlcRegistered Representative Oct 13- Nov 18
Mikolaj BartyzelAssociateView Profile, mikolaj bartyzelMatt DolingerAsset ManagerView Profile, matt dolingerJason WolpovInvestment Banking AssociateView Profile, jason wolpov