Account Type**** *****Account Owner**** *******Account Opps/Deals******** ********Closed Won • Jan 25***K $Closed
***** ******Worked in execs roles at *** together from 2021-2024******** ****Worked in the same department at *** together from 2021-2024
Guidant FinancialSenior Financing ConsultantAug 15 - PresentBank Of AmericaBusiness ConsultantJan 14- Jan 15Td AmeritradeInvestment ConsultantJan 12- Jan 14
David HargadinSr AccountantView Profile, David HargadinDave AkinAML Team Lead At Wealth SimpleView Profile, Dave AkinNicola SamsonSenior Personal BankerView Profile, Nicola Samson