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
Principal Financial Network Of Southern CaliforniaRegional Managing Director - Principal Securities Registered Representative, Financial AdvisorAug 08 - PresentTax Financial GroupManaging PartnerJul 87- Jul 08
Angela AdkinsSenior Director Corporate FP A Treasury And DigitalView Profile, Angela AdkinsStephanie JefferyManaging Director Head Of Independent Risk Credit Operations And Collections OversightView Profile, Stephanie JefferyMaria OrlowskiPartner Head Of Value CreationView Profile, Maria Orlowski