Account Type******* ****Account Owner***** ****Account Opps/Deals*** ********Closed Won • Aug 24****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
Jennifer DiricoChief Financial OfficerView Profile, jennifer diricoAbraham MosqueraChief Financial OfficerView Profile, abraham mosqueraKetan R PatelDirectorView Profile, ketan r. patel