Account Type*** *****Account Owner******** *******Account Opps/Deals****** ***Closed Won • Jul 24****K $Closed
******* ****Worked in execs roles at *** together from 2021-2024******* ******Worked in the same department at *** together from 2021-2024
EmpowerSenior Wealth AdvisorMar 22 - PresentT Rowe PriceHigh Net Worth Financial ConsultantJan 19- Mar 22Goldman Sachs AycoClient Analyst & General Securities PrincipalMar 08- Jun 18
Diana WamaiSenior Financial Reporting AnalystView Profile, diana wamaiJonathon ShepherdInternational Tax Senior ManagerView Profile, jonathon shepherdDebra ShermanSenior Pricing ManagerView Profile, debra sherman