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
Empirical Wealth ManagementAssociate Financial AdvisorSep 22 - PresentCarson WealthWealth AdvisorJan 22- Sep 22Wells FargoSenior Client AssociateAug 10- May 15
Joanna MalskaSenior Finance ManagerView Profile, Joanna MalskaAnna KatsantoniFinance AnalystView Profile, Anna KatsantoniCarl TriggsSenior Cyber UnderwriterView Profile, Carl Triggs