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
Principal Asset ManagementAssociate Director - Wealth AdvisoryJan 20 - PresentPrincipal Financial GroupRegional ConsultantDec 14- Dec 19Janus Henderson InvestorsProduct SpecialistJul 07- Jul 10
Nicky CheneryVice President Of SalesView Profile, nicky cheneryIsabelle TabakSenior AssociateView Profile, isabelle tabakDawn TapiaDirector Of Inside SalesView Profile, dawn tapia