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
Occu Oregon Community Credit UnionFinancial AdvisorFeb 20 - PresentAmeriprise Financial Services LlcFinancial AdvisorFeb 16- Feb 20Edward JonesFinancial AdvisorMay 15- Jan 16
Louis DuchateletHead Of FinanceView Profile, Louis DuchateletLindsay KorinekFinance Operations ManagerView Profile, Lindsay KorinekAlexander TungAssociate Fixed Income TraderView Profile, Alexander Tung