Account Type****** ***Account Owner*** ***Account Opps/Deals******** *******Closed Won • Oct 24****K $Closed
**** *******Worked in execs roles at *** together from 2021-2024*** *******Worked in the same department at *** together from 2021-2024
StarbucksRotation 3: Corporate FP&AJul 23 - PresentGirls Who InvestAlumni Council Regional RepresentativeFeb 21 - PresentUniversity Of Washington Investment GroupPortfolio Manager - D.A. Davidson Jan 22- Jun 23
Peter HileraTax Services PartnerView Profile, peter hileraThao HuynhFinancial AdviserView Profile, thao huynhVanessa McnelleyFinancial EducatorView Profile, vanessa mcnelley