Account Type***** ****Account Owner****** *****Account Opps/Deals*** ***Closed Won • Feb 25**K $Closed
******** *******Worked in execs roles at *** together from 2021-2024***** *****Worked in the same department at *** together from 2021-2024
Broadway Wealth Management Of Lpl FinancialClient Service AssociateApr 24 - PresentWells FargoSenior Communications ConsultantJun 08- Jun 23Rs InvestmentsMarketing CommunicationsJan 06- Jan 08
Jessica FloresCustomer Service RepresentativeView Profile, Jessica FloresDave RubinAssociate MemberView Profile, Dave RubinAlex FerronIFP CoordinatorView Profile, Alex Ferron