Account Type******* ***Account Owner**** *******Account Opps/Deals*** ********Closed Won • Nov 24**K $Closed
****** *******Worked in execs roles at *** together from 2021-2024**** ***Worked in the same department at *** together from 2021-2024
Personal CapitalFinancial AdvisorAug 20- Feb 23CaptrustVice President - Financial AdvisorJan 16- Jan 20Edward JonesFinancial AdvisorJun 13- Jan 16
Yin YinCorporate AccountantView Profile, yin yinRaymond BennettSenior AccountantView Profile, raymond bennettJoanna KierzkowskaDoradca Ds Cash Management Klienci MSPView Profile, joanna kierzkowska