Account Type****** ***Account Owner****** ***Account Opps/Deals***** *****Closed Won • Feb 25****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
Finn TollemacheClient LeadView Profile, Finn TollemacheJeff CarterGroup Account DirectorView Profile, Jeff CarterJacky GuoSenior Manager Sales OperationsView Profile, Jacky Guo