Account Type****** *****Account Owner******* ***Account Opps/Deals******** ******Closed Won • Feb 25***K $Closed
*** *****Worked in execs roles at *** together from 2021-2024******** ****Worked in the same department at *** together from 2021-2024
Fidelity InvestmentsTeam Lead - Service Support GroupOct 21 - PresentLpl FinancialAVP - Service, Trading and OperationsApr 07- Feb 21
Edward MitchellCall Center SupervisorView Profile, Edward MitchellLeon VannOmnichannel Support LeadView Profile, Leon VannMichelle BreedingNotary PublicView Profile, Michelle Breeding