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
Bluespring Wealth PartnersVice President, Business DevelopmentJan 21 - PresentTD Ameritrade InstitutionalVice President, Institutional SalesJul 10- Jan 21PncFinancial Sales ConsultantApr 06- Apr 07
Julie NelsonVice President Sales Operations And MarketingView Profile, julie nelsonKimberly TaylorAgency Owner Executive BrokerView Profile, kimberly taylorJim IrvinVice President Of SalesView Profile, jim irvin