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
Wells FargoHead of Investment Portfolio & Product RiskJan 09 - PresentEvergreen InvestmentsSenior Vice President, Director of Risk Policy & MonitoringJan 00- Jan 09Wells FargoVice President, Manager of Portfolio StrategiesJan 90- Jan 00
William RobertsFinancial AdvisorView Profile, William RobertsMaebeth CottonMarketing And F Inancial Literacy OfficerView Profile, Maebeth CottonAnne CarrHead Of Finance And AdministrationView Profile, Anne Carr