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
Charles SchwabVice President, Branch Manager Feb 19- Jan 24Edward JonesFinancial AdvisorJul 12- Feb 19Pacific LifeSenior Project AnalystMay 00- Dec 11
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