Account Type****** *****Account Owner****** *****Account Opps/Deals******* *****Closed Won • Dec 24**K $Closed
******** ******Worked in execs roles at *** together from 2021-2024*** *****Worked in the same department at *** together from 2021-2024
Principal Asset ManagementSenior Director of Wealth ManagementJan 10 - PresentFranklin TempletonWirehouse and Independent/Bank ChannelMay 08- Sep 10
Alon ZivPartner Head Of Banking Project FinanceView Profile, alon zivHedvig GajdosNorth American Head Of Margin Services For Derivatives ClearingView Profile, hedvig gajdosTrudy N FahieVice President Financial ServicesView Profile, trudy n fahie