Account Type***** *******Account Owner***** ********Account Opps/Deals****** ***Closed Won • Feb 25**K $Closed
*** ***Worked in execs roles at *** together from 2021-2024***** ****Worked in the same department at *** together from 2021-2024
Lpl FinancialRegistered RepresentativeJan 09 - PresentAmerican ExpressFinancial AdvisorJan 02- Jan 04IbmMarketing Program ManagerJan 00- Jan 01
Jim GreenArea RepView Profile, Jim GreenFrank PelkaSenior Customer Service RepresentativeView Profile, Frank PelkaJoanna Marie TatoInbound Customer Service RepresentativeView Profile, Joanna Marie Tato