Account Type*** ***Account Owner**** ****Account Opps/Deals******* ********Closed Won • Jul 24****K $Closed
******** ****Worked in execs roles at *** together from 2021-2024******* ********Worked in the same department at *** together from 2021-2024
Calamos Wealth ManagementSVP-Senior Wealth Advisor-Team LeadJan 22 - PresentE Trade From Morgan StanleyBranch ManagerOct 09- May 15BnyExternal Wholesaler-Regional Vice PresidentMar 04- Nov 08
Cl Ment Della ValleHead Of SalesView Profile, cl ment della vallePablo JimenezGlobal Sales And Partnership DirectorView Profile, pablo jimenezJon LawrenceVice President Of Business DevelopmentView Profile, jon lawrence