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
VanguardSenior Manager, Personal Investor TechnologyJul 11 - PresentBrulee CateringServer/BartenderSep 09- Sep 13VanguardInternMay 10- Aug 10
Jim StewartSenior Investment Advisor PI Financial CorpView Profile, Jim StewartYoung Jae LeeSenior Investment ManagerView Profile, Young Jae LeeMike RouineSenior Account Executive Financial Services BankingView Profile, Mike Rouine