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
Prudential FinancialFinancial PlannerJun 24 - PresentCapital Financial Advisory GroupInvestment Advisor Representative, CIMA®/ Certified Investment Management AnalystJan 18- Jun 24Freedom AdvisorsSenior Regional Vice President - Business ConsultantJan 13- Apr 23
Davide MartintoniInvestment AssociateView Profile, davide martintoniRhonda UnthankAccountantView Profile, rhonda unthankHerman NgInvestorView Profile, herman ng