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
Edward JonesFinancial AdvisorNov 23 - PresentSs C TechnologiesSenior National Investment ConsultantAug 21- Aug 23TransamericaAssistant Vice PresidentAug 05- Nov 20
Jiao QianPortfolio ManagerView Profile, Jiao QianYael GrantCFOView Profile, Yael GrantTim ChristiansenGlobal Financial ManagerView Profile, Tim Christiansen