Account Type***** ****Account Owner**** ********Account Opps/Deals****** *******Closed Won • Dec 24***K $Closed
*** *****Worked in execs roles at *** together from 2021-2024****** *******Worked in the same department at *** together from 2021-2024
Flagstar BankVice President Market Sales ManagerOct 19 - PresentPncDirector of Financial Planning and Managed Money wholesaler- Vice PresidentMay 11- Feb 14JpmorganchaseFinancial AdvisorNov 09- May 11
Drake HeuermanGlobal Account ExecutiveView Profile, drake heuermanJacob JacksonAccount ExecutiveView Profile, jacob jacksonShawn FerreiraSenior Relationship ManagerView Profile, shawn ferreira