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
Edward JonesFinancial AdvisorNov 23 - PresentSs C TechnologiesSenior National Investment ConsultantAug 21- Aug 23Wealth StrategiesRegistered RepresentativeJan 21- Aug 21
Adam TerasinskiHome Loan Advisor NMLS 2535097View Profile, Adam TerasinskiReina JimenezDirector Corporate FinanceView Profile, Reina JimenezJason ZivkovicTransactional Risk DirectorView Profile, Jason Zivkovic