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
Interactive BrokersInstitutional Sales - RIA/Hedge Fund/Asset ManagerJan 20 - PresentHowe Rusling Wealth ManagementDirector of EquitiesJan 17- Jan 20Wescott Financial Advisory Group LlcChief Investment Officer - OCIOJan 16- Jan 17
Tiffany NelsonSales AgentView Profile, Tiffany NelsonEduardo AkisueWW DB 2 SAP Technical SalesView Profile, Eduardo AkisueChloe FanGlobal Account ExecutiveView Profile, Chloe Fan