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 Portfolio ManagerJan 16 - PresentMorgan StanleyExecutive DirectorJan 06- Jan 16S P GlobalSr. Research AnalystJan 05- Jan 06
Karen PerryBookkeeping SpecialistView Profile, Karen PerryRichard J PerezAccountantView Profile, Richard J PerezTyler ParkerDirector Of FinanceView Profile, Tyler Parker