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
Telos Capital Management IncFinancial Advisor, Senior Retirement PlannerJan 14 - PresentAxa Advisors LlcFinancial ConsultantNov 10- Feb 14
Erica BaczkowskiSenior Financial AdvisorView Profile, erica baczkowskiW Tyler PrauseEquity Research Senior AssociateView Profile, w tyler prauseLeks GerlakSenior Investment ConsultantView Profile, leks gerlak