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
EmpowerAssociate Financial Advisor & PlannerFeb 23 - PresentMorgan StanleyVirtual Financial Advisor Aug 21- Feb 23Fisher InvestmentsInvestment CounselorSep 19- Aug 21
Gauri DAccounting AnalystView Profile, Gauri DMax HaganInvestment AnalystView Profile, Max HaganMaricela NevarezUnderwriterView Profile, Maricela Nevarez