Account Type******** ********Account Owner*** *****Account Opps/Deals*** ******Closed Won • Feb 25**K $Closed
***** ****Worked in execs roles at *** together from 2021-2024**** *******Worked in the same department at *** together from 2021-2024
RestSenior Financial Adviser - Team LeadNov 21 - PresentAware SuperFinancial AdvisorMar 19- Nov 21SwitzerFinancial AdvisorNov 15- Mar 19
Joanna MoschosDirector Of FinanceView Profile, Joanna MoschosTimothy KaplesFirst Mortgage Loan ProcessingView Profile, Timothy KaplesKhanh TranDirector Of FinanceView Profile, Khanh Tran