Account Type*** ****Account Owner****** ******Account Opps/Deals****** *****Closed Won • Oct 24**K $Closed
***** ******Worked in execs roles at *** together from 2021-2024******** ***Worked in the same department at *** together from 2021-2024
Ig Wealth ManagementFinancial Security Advisor, Mutual Funds RepresentativeNov 20 - PresentFreedom 55 FinancialFinancial Security AdvisorNov 15- Aug 17Carve Creative StrategyAccount DirectorSep 12- Nov 15
Ross BremenInvestment StrategistView Profile, ross bremenDebbie MillerPricing Control SpecialistView Profile, debbie millerEmilee DyerCommercial Loan BrokerView Profile, emilee dyer