Account Type*** *****Account Owner****** ***Account Opps/Deals******** ******Closed Won • Dec 24***K $Closed
******** *******Worked in execs roles at *** together from 2021-2024****** ********Worked in the same department at *** together from 2021-2024
Raymond JamesSenior Portfolio SpecialistApr 18 - PresentWells Fargo AdvisorsFinancial AdvisorAug 09- Apr 18
Vivien KrakerState And Local Tax Senior AssociateView Profile, vivien krakerYiyuan LuSr AccountantView Profile, yiyuan luHannah WhatcottSenior Financial Reporting AnalystView Profile, hannah whatcott