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
Altfest Personal Wealth ManagementSenior Financial AdvisorJan 18 - PresentTmf GroupManaging Director, Head of NY officeJan 14- Jan 16Deutsche BankDirector Of Finance Jan 07- Jan 12
John LargerBilling SupervisorView Profile, John LargerAlex BuxoSenior Accounting AssociateView Profile, Alex BuxoConnor DisbrowSenior Accounting ManagerView Profile, Connor Disbrow