Account Type****** *****Account Owner******** *******Account Opps/Deals****** *****Closed Won • Jan 25**K $Closed
******* *******Worked in execs roles at *** together from 2021-2024**** ****Worked in the same department at *** together from 2021-2024
Cook M A Advisory ServicesManaging DirectorJan 21 - PresentWells Fargo AdvisorsRegional Advice OfficerJan 18- Jan 20Charles SchwabDirector, Income SolutionsJan 11- Jan 18
Ben CernyFreelance ProducerView Profile, Ben CernyPaula R SmithNortheast Infrastructure Proposal SpecialistView Profile, Paula R SmithJason ColwellService Experience Value Stream OwnerView Profile, Jason Colwell