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
VanguardResource Planning Manager - Advice & Wealth ManagementAug 18 - PresentIndependence Blue CrossFinancial Planning & Analysis - BTSJul 15- Aug 18Drexel Universitys Lebow College Of BusinessUndergraduate Teaching AssistantSep 13- Jun 15
Lily WangResearch AssistantView Profile, Lily WangEric ThomasTechnology TrainerView Profile, Eric ThomasShyra CarringtonSpecialist Enablement DeliveryView Profile, Shyra Carrington