Account Type******** *****Account Owner*** ******Account Opps/Deals***** ****Closed Won • Dec 24**K $Closed
**** ******Worked in execs roles at *** together from 2021-2024******** ****Worked in the same department at *** together from 2021-2024
Principal Asset ManagementWealth Sales AssociateOct 15 - PresentFranklin TempletonAdvisor Consultant Oct 10- Oct 15
Huib SimonCommercial DirectorView Profile, huib simonChristopher NixFractional Sales Development ConsultantView Profile, christopher nixLisa EmersonAccount ManagerView Profile, lisa emerson