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 ManagementSenior Financial AnalystFeb 22 - PresentWells FargoMortgage UnderwriterOct 16- Feb 22Sherwin WilliamsBranch Operations ManagerMay 12- Oct 16
Joshua DyerSenior Financial Analyst FP AView Profile, joshua dyerAngela NunezLoan Workout Specialist SeniorView Profile, angela nunezDickson Griswold CfpSenior Wealth AdvisorView Profile, dickson griswold cfp®