Account Type**** ****Account Owner******* ********Account Opps/Deals******** ********Closed Won • Aug 24***K $Closed
****** *****Worked in execs roles at *** together from 2021-2024******** *******Worked in the same department at *** together from 2021-2024
Wells Fargo AdvisorsSenior Financial AdvisorJul 22 - PresentTd AmeritradeBranch ManagerFeb 11- Jan 21Wells FargoBusiness Banker & Licensed BankerJan 08- Jan 11
Daniel AlmeidaSenior Financial AnalystView Profile, daniel almeidaZyria GoldsmithSenior Staff AccountantView Profile, zyria goldsmithValerie SteppelAssurance SeniorView Profile, valerie steppel