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
Wells Fargo AdvisorsSenior Financial AdvisorJul 22 - PresentTd AmeritradeBranch ManagerFeb 11- Jan 21Wells FargoBusiness Banker & Licensed BankerJan 08- Jan 11
James D ForrestManaging Director Consumer Community BankingView Profile, James D ForrestOhad MadanesCEOView Profile, Ohad MadanesLisa ShugartRegional ManagerView Profile, Lisa Shugart