Account Type***** ******Account Owner*** ****Account Opps/Deals******** ****Closed Won • Oct 24**K $Closed
****** ***Worked in execs roles at *** together from 2021-2024******* ***Worked in the same department at *** together from 2021-2024
Raymond JamesRegistered Client Service AssociateAug 24 - PresentNorthwestern MutualDirector Of OperationsJan 17 - PresentThakar Financial Llc Raymond JamesCustomer Service ManagerJun 24- Dec 24
Carrie KingHetch Hetchy Operations Procedures ManagerView Profile, carrie kingBrandon DeboerSales Operations ManagerView Profile, brandon deboerTomo YebisuEVP ProductionView Profile, tomo yebisu