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
Citygate Financial PlanningTrainee Financial PlannerNov 24 - PresentAlphasightsAssociate, Client Services (Placement)Sep 22- Dec 22WorkaseasonSki SeasonNov 19- Mar 20
Dave AronsonControllerView Profile, Dave AronsonPaula PearceCommunications Manager Individual Life Financial ServicesView Profile, Paula PearceBrandon MartyPortfolio ManagerView Profile, Brandon Marty