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
ThriventFinancial AdvisorAug 24 - PresentRush Copley Medical CenterPatient Service RepresentativeDec 23- Sep 24Think BankFinancial Planning AssociateJun 22- Sep 23
Robyn WertmanControllerView Profile, Robyn WertmanGuoliang LiInvestment AssociateView Profile, Guoliang LiJames EpsteinUnderwriting Analyst IIView Profile, James Epstein