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
ThriventFinancial Professional - Financial AdvisorOct 23- Jan 25Merrill LynchFinancial AdvisorSep 19- Jun 23Pazera Capital Management IncAssociateNov 95- Nov 16
Dave JordanDirector Of FinanceView Profile, Dave JordanGoutham PusapatiSenior FP A ManagerView Profile, Goutham PusapatiMaurici TorraFinance ManagerView Profile, Maurici Torra