Account Type**** *****Account Owner**** ****Account Opps/Deals**** ******Closed Won • Feb 25****K $Closed
**** ******Worked in execs roles at *** together from 2021-2024****** ********Worked in the same department at *** together from 2021-2024
Ocean Park Asset ManagementAssociateApr 24 - PresentEmpowerSr. Retirement ConsultantJul 22- Apr 24Wells FargoRelationship BankerJan 22- May 22
Sascha SarkanjFinance ManagerView Profile, Sascha SarkanjThomas EngelInvestorView Profile, Thomas EngelPete DicksonFinancial EducatorView Profile, Pete Dickson