Account Type****** ***Account Owner****** ********Account Opps/Deals****** ****Closed Won • Feb 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 ManagementSenior Financial AdvisorJan 18 - PresentTmf GroupManaging Director, Head of NY officeJan 14- Jan 16Deutsche BankDirector Of Finance Jan 07- Jan 12
Melanie TurnerSr Finance Associate At Pico MESView Profile, Melanie TurnerMiles KlickmanSIOP Finance LeadView Profile, Miles KlickmanAudrey DayAccounts Receivable SupervisorView Profile, Audrey Day