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
Occu Oregon Community Credit UnionFinancial AdvisorSep 20- Feb 25Merrill EdgeFinancial solutions advisor, assistant VPSep 19- Sep 20Td AmeritradeFinancial ConsultantFeb 17- Sep 19
Mike STriple Crown Refinance Escalation SpecialistView Profile, Mike SOlivia SalvucciBilling SpecialistView Profile, Olivia SalvucciWilliam VorisDirector Of Financial Aid And Veterans AffairsView Profile, William Voris