Account Type**** *******Account Owner******* ********Account Opps/Deals******** *****Closed Won • Nov 24***K $Closed
***** ***Worked in execs roles at *** together from 2021-2024**** *******Worked in the same department at *** together from 2021-2024
Dws GroupSenior Wealth ConsultantOct 22 - PresentLord Abbett Co LlcRegional ManagerNov 17- Nov 21Putnam InvestmentsRegional Marketing Director | External WholesalerJul 14- Nov 17
Kim RasiFunderView Profile, kim rasiNicolas CartPlanificateur Financier Diplome IAFView Profile, nicolas cartJohn PataniaFinance Management ConsultantView Profile, john patania