Account Type******* ******Account Owner****** *****Account Opps/Deals**** ********Closed Won • Oct 24**K $Closed
*** ********Worked in execs roles at *** together from 2021-2024******* *******Worked in the same department at *** together from 2021-2024
Principal Financial GroupSenior Manager-Investment OperationsApr 14 - PresentCetera Financial GroupBrokerage Operations ManagerJul 13- Mar 14Voya Financial AdvisorsBrokerage Operations SupervisorFeb 11- Jul 13
Thuy NguyenHead Of Finance And AccountingView Profile, thuy nguyenJacob SchwartzPortfolio ManagerView Profile, jacob schwartzJohn NicolaouAudit ManagerView Profile, john nicolaou