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
Ep Wealth AdvisorsWealth AdvisorDec 20 - PresentCapstone Colorado A Massmutual FirmFinancial AdvisorApr 18- Dec 20BnyRegional Vice PresidentJan 15- Mar 18
Milana KorenFP A AnalystView Profile, milana korenNicole Yingting FuAssociateView Profile, nicole yingting fuConnor HollowayStrategic AccountsView Profile, connor holloway