Account Type**** ***Account Owner*** ********Account Opps/Deals******* ********Closed Won • Dec 24***K $Closed
******** ********Worked in execs roles at *** together from 2021-2024*** ***Worked in the same department at *** together from 2021-2024
Orion Advisor Solutions LlcReconciliation Advocate IIJan 24 - PresentOrionReconciliation AnalystJan 23- Jan 24VanguardClient Relationship AssociateMar 20- May 21
Jeff BeckLabor And Employment AttorneyView Profile, jeff beckMichael FischerAssociate General CounselView Profile, michael fischerLisa BrownLegal PAView Profile, lisa brown