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
TradewindsFinancial AdvisorJun 24 - PresentFidelity InvestmentsInvestment Solutions Representative I Oct 22- Jun 24Beacon WealthcareAssociate Financial PlannerMar 22- Jun 22
Tony BretzmanInvestment Banking AssociateView Profile, tony bretzmanJenny OyoungAccountantView Profile, jenny o'youngErika Tatiana Valero SalinasFinance Administration CoordinatorView Profile, erika tatiana valero salinas