Account Type***** *****Account Owner******* ******Account Opps/Deals**** ***Closed Won • Jan 25**K $Closed
******** ********Worked in execs roles at *** together from 2021-2024**** ********Worked in the same department at *** together from 2021-2024
Wells FargoSenior Financial Advisor - Heritage Seubert Financial LLCNov 23 - PresentRaymond JamesExecutive Financial Advisor - Raymond JamesNov 13- Apr 24Merrill LynchFinancial AdvisorMay 07- Nov 13
Wenjia YuVP Financial Institution Risk Management And AnalyticsView Profile, Wenjia YuClaire NovakVice President Corporate ResponsibilityView Profile, Claire NovakSara LiebermanAssociate Vice PresidentView Profile, Sara Lieberman