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
CompoundPrincipal & Senior Wealth AdvisorJan 24 - PresentEmpowerSenior Financial AdvisorFeb 23- Jan 24Personal CapitalSenior Financial AdvisorJan 16- Feb 23
Preston RicardoShareholderView Profile, Preston RicardoHarez NursaiHead Of Group Finance Purchasing SCMView Profile, Harez NursaiNancy KusinskiAflacView Profile, Nancy Kusinski