Account Type*** *******Account Owner*** *******Account Opps/Deals****** ********Closed Won • Jan 25***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
Jeff ShankSr Credit Liaison Accounts Receivable SupervisorView Profile, Jeff ShankTrenton ShannonManager Corporate FP AView Profile, Trenton ShannonRachel CubilloGlobal Analyst Relations LeadView Profile, Rachel Cubillo