Account Type***** ********Account Owner***** ***Account Opps/Deals****** *******Closed Won • Dec 24***K $Closed
******* ***Worked in execs roles at *** together from 2021-2024******** ***Worked in the same department at *** together from 2021-2024
IntuitDirector, Experience Recovery OperationsOct 10 - PresentMerrill LynchFinancial Advisor, AAMS, CSNAJul 07- Jun 09A G Edwards Sons IncFinancial AdvisorDec 04- Jul 07
Pat AylingSenior Production ManagerView Profile, pat aylingKara BassOffice ManagerView Profile, kara bassMichelle RyanOperations ManagerView Profile, michelle ryan