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
ThriventFinancial AssociateDec 18 - PresentAmeriprise Financial Services LlcFinancial AdvisorNov 14- Jul 17U S Bancorp Investments IncRegistered Sales AssistantAug 05- Nov 14
Lydia TalmageUnderwriting AssistantView Profile, Lydia TalmageLolita M LockettAdjunct Professor Of Accounting And BusinessView Profile, Lolita M LockettDolores RamosMgr Business AdministrationView Profile, Dolores Ramos