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
ThriventFinancial AdvisorOct 23 - PresentEdward JonesFinancial AdvisorJan 19- Sep 23AssuranceamericaMaterial Damage AuditorJan 08- Jan 16
Naoya UemuraFinance ManagerView Profile, Naoya UemuraDaniel WaltonDirector Of Financial Planning And AnalysisView Profile, Daniel WaltonSam BondyEarly Growth InvestorView Profile, Sam Bondy