Account Type******** ***Account Owner***** ****Account Opps/Deals******* ********Closed Won • Mar 25***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
Giannina AzaJEFE DE ADMINISTRACION Y RRHHView Profile, Giannina AzaPortia McdanielChief Quality Management And ImprovementView Profile, Portia McdanielFelix ChavaphiManaging DirectorView Profile, Felix Chavaphi