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
Hartford FundsVice President and Managing Director, Applied InsightsMar 18 - PresentD A Davidson CompaniesSenior Vice President, Director of Practice Management and Professional DevelopmentMar 08- Feb 18Wells FargoFinancial PlannerOct 03- Mar 08
Traci CranorPortfolio Director AdvisoryView Profile, Traci CranorYlan NguyenDirector Transformation OfficeView Profile, Ylan NguyenAlex IngramCo Founder At Zest 🎁 First 10 Flatiron HealthView Profile, Alex Ingram