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
Baystate FinancialFinancial AdvisorOct 21 - PresentThriventFinancial ProfessionalJul 20- Oct 21Charles SchwabVice President, Financial ConsultantJun 12- May 18
Enock KasimbaziSenior Finance Accounting AssociateView Profile, enock kasimbaziUriel DeriAssociateView Profile, uriel deriRichard ZhangAssistant Portfolio ManagerView Profile, richard zhang