Account Type******** *****Account Owner**** ********Account Opps/Deals******* ******Closed Won • Oct 24***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
Simon JohnstoneSenior Director Retail InsightsView Profile, simon johnstoneAnne HunterSenior Vice President B 2 B Products And Go To Market North AmericaView Profile, anne hunterDan SchorglVP Business Development DistributionView Profile, dan schorgl