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