Account Type****** ***Account Owner***** ******Account Opps/Deals**** ********Closed Won • Jan 25****K $Closed
******** ***Worked in execs roles at *** together from 2021-2024*** ***Worked in the same department at *** together from 2021-2024
Wells Fargo AdvisorsOperations Director, Advisory Operations Jan 11- Mar 23Wells FargoVP, Senior Brokerage Operations ManagerNov 00- Dec 10Piper JaffraySenior Brokerage Operations ManagerJan 89- Jan 00
Deborah SwinburneDirector Commercial OperationsView Profile, Deborah SwinburneTimo SpijkersOperational DirectorView Profile, Timo SpijkersJason JacobsonDirectorView Profile, Jason Jacobson