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
Cetera Financial GroupHead of Advisor Growth SolutionsMay 24 - PresentAvantaxVice President, Community & Advisor EngagementApr 20- May 24Edward JonesFinancial AdvisorJan 07- Sep 07
Blanca Estrella HernandezClient Solutions ManagerView Profile, blanca estrella hernándezJohn E Nesbitt JrCargo Business Development ManagerView Profile, john e. nesbitt jr.Cameron WeltherCommercial Account ExecutiveView Profile, cameron welther