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
Colonial First StateSenior Fund AdministratorDec 18 - PresentCointreeCustomer Relations & ComplianceSep 17- Nov 18Investsmart Group LimitedPortfolio Services SpecalistAug 16- Aug 17
Marc DedrickFinance Strategy OperationsView Profile, Marc DedrickLillian OSenior Financial AccountantView Profile, Lillian OKristian HernandezStaff AccountantView Profile, Kristian Hernandez