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
Fidelity InvestmentsTeam Lead - Service Support GroupOct 21 - PresentLpl FinancialAVP - Service, Trading and OperationsApr 07- Feb 21
Manuel HurtadoCustomer Service SupervisorView Profile, manuel hurtadoSantiago Leon RiosCustomer Service LeadView Profile, santiago león ríosDaniela JahnkeCustomer Service Team LeaderView Profile, daniela jahnke