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
2 13 Strategic PartnersSenior Wealth Management Associate Jan 24 - PresentVanguardProcessing AssociateSep 12- Jan 24PbsDirector, Corporate SupportJan 98- Dec 00
Joseph TheunsEquity Research AssociateView Profile, Joseph TheunsJack BusheInvestment Banking AssociateView Profile, Jack BusheChloe CullenPrivate Wealth Management AnalystView Profile, Chloe Cullen