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
Edward JonesFinancial AdvisorOct 22 - PresentCostar GroupAccount ExecutiveJan 22- Sep 22American NationalAgency Development LeaderJan 21- Jan 22
Sam WaiteMortgage Loan ConsultantView Profile, Sam WaiteStephen SiegelAdvisor InvestorView Profile, Stephen SiegelJiun Shyan ChooAssistant Vice President Non Traded RiskView Profile, Jiun Shyan Choo