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
NovaFinancial PlannerNov 22 - PresentLathe Co Wealth AdvisersFinancial AdviserSep 20- Nov 22Aj BellCorporate Actions AnalystJan 19- Jan 20
Peggy SierraAccounting ManagerView Profile, Peggy SierraLiana MeringoloAccount Executive Financial ServicesView Profile, Liana MeringoloMatthias StickelPortfoliomanagerView Profile, Matthias Stickel