Account Type**** *****Account Owner**** *******Account Opps/Deals***** ********Closed Won • Dec 24***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
Stacy DickSenior Investment AdvisorView Profile, stacy dickAlfredo VillaSenior Audit AssociateView Profile, alfredo villaNilantha WeerasingheAudit Senior ManagerView Profile, nilantha weerasinghe