Account Type**** ********Account Owner******* ******Account Opps/Deals***** *******Closed Won • Feb 25**K $Closed
****** ******Worked in execs roles at *** together from 2021-2024****** ******Worked in the same department at *** together from 2021-2024
ThriventAssociate RepresentativeMay 24 - PresentE Trade From Morgan StanleyFinancial Services ProfessionalJul 20- Apr 24The Khaki Law Firm LlcParalegalJul 18- Jul 20
Wenxiu Wendy PengRegistered RepresentativeView Profile, Wenxiu Wendy PengAndrew NataleCustomer Service RepresentativeView Profile, Andrew NataleKatie FinelliCustomer Service RepresentativeView Profile, Katie Finelli