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
OrionDirector, TradingMar 22 - PresentCarson WealthVP Sales SupportJun 18- Mar 22Stockcross Financial ServicesDirector of Corporate Services SupportMar 14- Feb 17
Julie DalbyVP Account ExecutiveView Profile, julie dalbyMarjory PiereVP Sales OperationsView Profile, marjory piereMarialexia Fernandez MoralesSenior Manager Client PartnershipsView Profile, marialexia fernández morales