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
Edward JonesFinancial AdvisorApr 21 - PresentSynchronyVice PresidentJun 15- Jan 21H R BlockDirector - Operations Center of ExcellenceAug 04- Apr 15
Carlos GrauFinancial DirectorView Profile, Carlos GrauRoger TimmsControllerView Profile, Roger TimmsSusan JustusExternal AdvisorView Profile, Susan Justus