Account Type****** ******Account Owner*** ********Account Opps/Deals******* ****Closed Won • Aug 24**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
Jim DemetrosBusiness Development AdvisorView Profile, jim demetrosKerry KilanderBusiness Performance AdvisorView Profile, kerry kilanderRick ShoulbergBusiness Development AdvisorView Profile, rick shoulberg