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
Vesta Wealth AdvisorsOffice ManagerOct 22 - PresentPrincipal Financial Network Of The CarolinasNew Business ConsultantAug 20- Oct 22Principal Financial GroupSales Support SpecialistSep 09- Aug 20
Caitlin Washburn SheehanDistrict ManagerView Profile, Caitlin Washburn SheehanEric Jason TanDirector Of OperationsView Profile, Eric Jason TanSergio David Perez LizcanoSales And Operations ManagerView Profile, Sergio David Perez Lizcano