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
Fisher InvestmentsInvestment CounselorMar 24 - PresentFranklin TempletonDirector, Sales Strategy and EnablementDec 97- Nov 23Bank Of AmericaConsumer BankerJan 96- Jan 97
Lisa PalermoExpense AnalystView Profile, Lisa PalermoJaeger WilksBusiness AnalystView Profile, Jaeger WilksKaden MinerLoan OfficerView Profile, Kaden Miner