Account Type******** *******Account Owner******* ********Account Opps/Deals****** ********Closed Won • Aug 24***K $Closed
***** ***Worked in execs roles at *** together from 2021-2024****** *******Worked in the same department at *** together from 2021-2024
Wells Fargo AdvisorsClient AssociateJan 24 - PresentStifel Financial CorpProduct Relationship SpecialistAug 22- Aug 23Seventy 2 Capital Wealth ManagementPrivate Wealth Management InternJan 21- Jun 21
Chanda SperryClaims Customer Experience Officer For North AmericaView Profile, chanda sperryLuis Miguel Melendez RodriguezCustomer ServiceView Profile, luis miguel melendez rodriguezGeorge LoydUser Support AnalystView Profile, george loyd