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
GlenmedeWealth Planning OfficerJun 14 - PresentLpl FinancialClient Service AssociateJan 12- Jun 13Wells Fargo AdvisorsClient AssociateFeb 09- Sep 11
Barbara GlenAccounting Team Lead ControllerView Profile, barbara gleńLauren JordinsonCommercial Finance ManagerView Profile, lauren jordinsonSolihin RasyidTrader And AnalystView Profile, solihin rasyid