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
ThriventFinancial AdvisorAug 24 - PresentRush Copley Medical CenterPatient Service RepresentativeDec 23- Sep 24Think BankFinancial Planning AssociateJun 22- Sep 23
Susana Sanchez RiuInvestor AdvisorView Profile, Susana Sanchez RiuEdmund HanControllerView Profile, Edmund HanAndrew StadniskyDirector Of FP AView Profile, Andrew Stadnisky