Account Type******** ******Account Owner******** ******Account Opps/Deals****** ****Closed Won • Aug 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
Claire HarperVice President Of Investor RelationsView Profile, claire harperValentina GrekeSenior Finance SpecialistView Profile, valentina grekePeggy FredericksSenior Staff AccountantView Profile, peggy fredericks