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
Fidelity InvestmentsVice President, Branch LeaderFeb 07 - PresentPacific Capital Resource GroupFinancial AdvisorFeb 06- Feb 07
Jim BeuerleChief Operating OfficerView Profile, Jim BeuerleDiane PedreiraCOO Co FounderView Profile, Diane PedreiraAndres ValeraCo FounderView Profile, Andres Valera