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
Edward Jones UsFinancial AdvisorNov 23 - PresentBaystate FinancialWealth Management AdvisorNov 22- Oct 23Northwestern MutualFinancial AdvisorJun 20- Oct 22
Jay SchmidtReplication StewardView Profile, Jay SchmidtRobert PejovichDirector Of FinanceView Profile, Robert PejovichLisa FrederickCredit Control ManagerView Profile, Lisa Frederick