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
Emoney AdvisorHead Of Financial PlanningJun 00 - PresentWells FargoSenior Marketing ConsultantJun 97- May 00Prudential FinancialTeam Leader--Prudential Select BrokerageJun 94- Jun 97
Kirsty GaoSummer Financial AnalystView Profile, kirsty gaoLauren CarboneInvestment TeamView Profile, lauren carboneMarshall ErkmanStaff AccountantView Profile, marshall erkman