Account Type******** ***Account Owner******** ***Account Opps/Deals*** ******Closed Won • Nov 24**K $Closed
****** ********Worked in execs roles at *** together from 2021-2024*** *****Worked in the same department at *** together from 2021-2024
Fidelity InvestmentsWealth Management AssociateAug 23 - PresentVivint SolarSales ManagerApr 22- Aug 23Enlite HomeSales SpecialistJan 20- Apr 22
Daniela AlvaradoCertified Financial CoachView Profile, daniela alvaradoScott BomanCFOView Profile, scott bomanDeclan WaspSenior Associate Capital MarketsView Profile, declan wasp