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
Fisher InvestmentsRegional Vice PresidentOct 20- Jun 23Edward JonesFinancial AdvisorDec 17- Oct 20Webster UniversityInstructor of FinanceJan 12- Oct 20
Paul MachleChief Financial OfficerView Profile, paul machleJames KempDirector Of Operations FinanceView Profile, james kempMike GreenbergChief Financial OfficerView Profile, mike greenberg