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
Stone Oak Wealth ManagementWealth Planning AssociateDec 22 - PresentCaptrustFinancial Advisor Relationship ManagerSep 21- Dec 22Reliance Bank PaBank TellerJul 18- Jul 19
Wray Jean DavisAssistant ControllerView Profile, wray jean davisRohan MahadikAssociate DirectorView Profile, rohan mahadikTa Tanisha GordonAccounting SupervisorView Profile, ta-tanisha gordon