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
Raymond JamesExternal Annuity ConsultantJun 23 - PresentJacksonDirector, Channel StrategyNov 09- Jun 23Strategic Financial PartnersFinancial AdvisorJan 09- Jan 10
Yang WuHead Of FinanceView Profile, Yang WuRoselle CastilloAccounts Receivable Specialist Finance AccountingView Profile, Roselle CastilloFariba KhaliliAccounting ManagerView Profile, Fariba Khalili