Account Type*** ***Account Owner*** ******Account Opps/Deals******* *******Closed Won • Nov 24****K $Closed
**** ********Worked in execs roles at *** together from 2021-2024******* ********Worked in the same department at *** together from 2021-2024
Wells Fargo AdvisorsSenior Financial AdvisorNov 23 - PresentKeybankLicensed Branch Manager AVPJan 09- Nov 23Key Investment ServicesLicensed Branch ManagerAug 00- Jan 09
Fatima CornejoSenior Revenue AccountantView Profile, fatima cornejoJoshua DyerSenior Financial Analyst FP AView Profile, joshua dyerMelissa EpsteinSenior Actuarial AnalystView Profile, melissa epstein