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
Edward JonesSenior Field Supervision Director - Investment AdvisoryJul 07 - PresentLocktonAccount AdministratorSep 06- Jul 07MetlifeCompliance ConsultantJun 04- Sep 06
Scott Wolfe JrBoard Member Advisor InvestorView Profile, scott wolfe jrEmily LokutaExecutive Meetings ManagerView Profile, emily lokutaJoshua AzconaExecutive Assistant To Worldwide Chief Revenue OfficerView Profile, joshua azcona