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
Baystate FinancialFinancial AdvisorOct 21 - PresentThriventFinancial ProfessionalJul 20- Oct 21Charles SchwabVice President, Financial ConsultantJun 12- May 18
Nick BarnettChief Financial OfficerView Profile, nick barnettFelicia RichardsonInvestorView Profile, felicia richardsonYixuan QinInvestment Banking AssociateView Profile, yixuan qin