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
Bank Of AmericaAVP - Risk Management Sr. Specialist, Bank of AmericaApr 22 - PresentDixon Hughes Goodman LlpLead ConsultantOct 21- Apr 22Bny PershingGlobal Client Service AdvisorSep 07- Oct 21
Martin WilcocksWealth ManagerView Profile, Martin WilcocksDaniel SchupperInvestorView Profile, Daniel SchupperTheocharis ChatziioakimidisTeam Lead Financial Planning Analysis FP AView Profile, Theocharis Chatziioakimidis