Account Type******** ********Account Owner***** ******Account Opps/Deals******** ******Closed Won • Nov 24****K $Closed
****** ****Worked in execs roles at *** together from 2021-2024***** *****Worked in the same department at *** together from 2021-2024
Schneider DownsWealth ManagerJan 18 - PresentPncInvestment AdvisorMay 14- Jan 18United States Air ForceStaff Sergeant/Communications InstallerJan 09- Jul 16
James CooperInvestment AssociateView Profile, james cooperRuth BrydenAssisstant Supervisor Accounts PayableView Profile, ruth brydenVy HaInvestment Operations OfficerView Profile, vy ha