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
Lgt Wealth ManagementInvestment AssistantSep 24 - PresentQuilter CheviotInvestment AdministratorApr 23- Sep 24Curtis BanksInvestments AdministratorNov 22- Apr 23
Harrison CuiInvestment Banking AnalystView Profile, harrison cuiKolten KInvestment Banking AnalystView Profile, kolten k.Jessica OlsonAccounting AssistantView Profile, jessica olson