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
EmpowerRetirement RepresentativeDec 14- Mar 16State StreetWealth Management Service Associate 1Mar 11- Nov 13Waddell ReedAsset Allocation Quality ProcessorFeb 11- Mar 11
Charlie KlineSenior Pricing ManagerView Profile, charlie klineMary Ann Hennelly FavataSenior Financial AdvisorView Profile, mary ann hennelly-favataSamir PatelSenior Financial AnalystView Profile, samir patel