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
Fisher InvestmentsInvestment CounselorMar 24 - PresentFranklin TempletonDirector, Sales Strategy and EnablementDec 97- Nov 23Bank Of AmericaConsumer BankerJan 96- Jan 97
Mitchell EnsingerQC Analyst IIView Profile, mitchell ensingerJames PetersenExecutive Assistant Creation FundView Profile, james petersenHunter BeckAnalyst Financial Planning AnalysisView Profile, hunter beck