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
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
Daniel BergGeneral Manager IIView Profile, Daniel BergZalmi BistritzkyDirectorView Profile, Zalmi BistritzkyDonna RutkowskiAssociate DirectorView Profile, Donna Rutkowski