Account Type******* ******Account Owner****** *******Account Opps/Deals****** ***Closed Won • Oct 24**K $Closed
***** ********Worked in execs roles at *** together from 2021-2024*** *******Worked in the same department at *** together from 2021-2024
Principal Financial GroupRelationship ManagerMar 22 - PresentWells FargoAssistant Vice President, Relationship ManagerNov 11- Mar 22D A Davidson CompaniesInstitutional Equity Research AssociateJan 08- Jul 09
Chloe BurdetteSenior Account ExecutiveView Profile, chloe burdetteJames DonachieManager Client SolutionsView Profile, james donachiePaul BaeAccount ExecutiveView Profile, paul bae