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
2 13 Strategic PartnersSenior Wealth Management Associate Jan 24 - PresentVanguardProcessing AssociateSep 12- Jan 24PbsDirector, Corporate SupportJan 98- Dec 00
Karen HaynesTrading UnderwriterView Profile, Karen HaynesSean KamensekInvestment AssociateView Profile, Sean KamensekMeileh BurnsRegistered Representative And Investment Advisor RepresentativeView Profile, Meileh Burns