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 AdvisorAug 24 - PresentRaymond JamesRegional Technology Education ConsultantApr 17- Dec 23Charles SchwabRelationship Management Sales SupportJul 15- Apr 17
Scott TOutsourced Accounting ManagerView Profile, Scott TKelly YipInvestment AssociateView Profile, Kelly YipBrian TracyHead Of Investor RelationsView Profile, Brian Tracy