Account Type*** ****Account Owner******* *****Account Opps/Deals*** ******Closed Won • Nov 24**K $Closed
******* *****Worked in execs roles at *** together from 2021-2024**** ***Worked in the same department at *** together from 2021-2024
Calamita Wealth ManagementCertified Financial Planner™Jul 10 - PresentRbc Wealth ManagementCertified Financial Planner™Mar 05- Jul 10Wells FargoFinancial ConsultantJan 99- Mar 05
Chris BensonCorporate ControllerView Profile, chris bensonChristy WinfieldPayroll Coordinator Compliance SpecialistView Profile, christy winfieldKartik GuptaInvestor Global InvestmentsView Profile, kartik gupta