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
Edward JonesSr. Branch Office AdministratorJun 14 - PresentState FarmDirector Operations | Office ManagerJul 12- Nov 13Fidelity InvestmentsExecutive CommunicationsFeb 94- May 10
Susan KSenior Practice Experience ManagerView Profile, Susan KRobert MoralesSupervisorView Profile, Robert MoralesLance JessenSenior Operations Training ManagerView Profile, Lance Jessen