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
Fidelity InvestmentsHigh Net Worth Service AssociateMar 25 - PresentThriventVirtual Advice Professional-Financial AdvisorDec 23- Mar 25Advisors Asset Management IncPortfolio AdministratorSep 22- Aug 23
Christia KolelasAssistante Comptable Stage 2 MoisView Profile, Christia KolelasGanae BaileyCredit Analyst IIView Profile, Ganae BaileyHarold AngelesBusiness AnalystView Profile, Harold Angeles