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 JonesAssociate Analyst - Investment StrategyMay 23 - PresentWells FargoPortfolio AnalystSep 21- May 23Slagle FinancialInvestment Advisor RepresentativeJan 20- Sep 21