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 Asset ManagementSenior Accounting AnalystApr 21 - PresentPrincipal Financial GroupSenior AccountantApr 14- Apr 21AtheneInvestment Operations AnalystOct 13- Apr 14
Stefan BartonekSenior Financial Planning Investment AnalystView Profile, stefan bartonekAlicia DSenior Tax AccountantView Profile, alicia d.Jonathon ShepherdInternational Tax Senior ManagerView Profile, jonathon shepherd