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
Fidelity InvestmentsFinancial ConsultantAug 19 - PresentNorthwestern MutualFinancial AdvisorJun 17- Jul 19HamptonCustomer ServiceJun 16- Apr 17
Patricia De La PiedraLead Finance Business Partner PrimariesView Profile, Patricia De La PiedraColter StarksHead Of FinanceView Profile, Colter StarksPhoebe LiAccountantView Profile, Phoebe Li