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
Personal CapitalFinancial AdvisorAug 19- Apr 20Charles SchwabFinancial ConsultantFeb 16- Sep 17World Investment Advisors Formerly PensionmarkAdvisor PartnerJan 10- Jan 16
Tj MackeSr Services ConsultantView Profile, Tj MackeHugo FerlazzoResponsable Service WebminerView Profile, Hugo FerlazzoDana YarimiSenior Project ManagerView Profile, Dana Yarimi