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
Emoney AdvisorSenior Financial Planning Practice Management ConsultantAug 16 - PresentTd AmeritradeInvestment ConsultantMay 12- Aug 15TD Ameritrade InstitutionalAccount Transfers TeamFeb 12- Apr 12
Herrick MangalAssociateView Profile, herrick mangalWei Perng TanGlobal ReinsuranceView Profile, wei perng tanEduardo SalasSenior Manager Finance Clinics OperationsView Profile, eduardo salas