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
Edward JonesFinancial AdvisorJul 18 - PresentFederated HermesVice PresidentMay 08- Nov 17Putnam InvestmentsRegional Sales AssociateJul 02- Apr 08