Account Type******** *******Account Owner*** ******Account Opps/Deals**** ***Closed Won • Nov 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
Mark ZonenshineSenior TraderView Profile, mark zonenshineIngrid DixonSr AccountantView Profile, ingrid dixonAndreas MSenior Financial PlannerView Profile, andreas m.