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
Principal Asset ManagementAccountantJan 23 - PresentPrincipal Financial GroupIndividual Investor SpecialistJan 14- Apr 15Collins Community Credit UnionMember Service ConsultantJan 13- Jan 14
Joe ChauUS ControllerView Profile, Joe ChauGuillermo Moran MirandaAuditeur Global Banking And Advisory Private BankingView Profile, Guillermo Moran MirandaJeremy RudelCFOView Profile, Jeremy Rudel