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
Ep Wealth AdvisorsAssociate Regional DirectorJun 24 - PresentCharles SchwabVP - Branch ManagerFeb 94- Jan 24Ameriprise Financial Services LlcFinancial PlannerJun 91- Feb 94
Shelley MobertReceptionist AdministrativeView Profile, shelley mobertJacquelynn MartinRegistered NurseView Profile, jacquelynn martinMichele BSenior Information Technology ManagerView Profile, michele b.