Account Type**** ****Account Owner*** ******Account Opps/Deals**** ******Closed Won • Nov 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
B Richard JefferyRealtorView Profile, b richard jefferyCarol PernaRealtorView Profile, carol pernaBethany DavisRealtorView Profile, bethany davis