Account Type***** ******Account Owner******* *******Account Opps/Deals*** ********Closed Won • Dec 24***K $Closed
***** ********Worked in execs roles at *** together from 2021-2024**** ****Worked in the same department at *** together from 2021-2024
Fisher InvestmentsVice PresidentMar 22 - PresentPreferred Capital Securities LlcRegional Vice PresidentJan 18- Jan 22Capital GroupInternal WholesalerJan 17- Jan 18
Allie KischDirector Of RetreatsView Profile, allie kischBrent HartsellSenior Director Professional LearningView Profile, brent hartsellWilliam S PluckhahnRetiredView Profile, william s. pluckhahn