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
Fidelity InvestmentsVice President - Financial ConsultantDec 12 - PresentTransamericaFinancial AdvisorMay 08- Dec 12UbsFinancial AdvisorJan 03- Jan 08
Trevor McgrandleChief Financial OfficerView Profile, trevor mcgrandleFrank TeruelChief Financial OfficerView Profile, frank teruelMorgan SalmonVice President Of FinanceView Profile, morgan salmon