Account Type****** *******Account Owner******** ********Account Opps/Deals***** ********Closed Won • Nov 24**K $Closed
****** ****Worked in execs roles at *** together from 2021-2024**** ***Worked in the same department at *** together from 2021-2024
Fidelity InvestmentsVice President Branch LeaderFeb 24 - PresentCharles SchwabVice President, Branch Manager Feb 19- Jan 24Edward JonesFinancial AdvisorJul 12- Feb 19
Gwendolyn PetersChief Executive OfficerView Profile, gwendolyn petersDavid StunjaChief Operating OfficerView Profile, david stunjaSusan SakalianRNView Profile, susan sakalian