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 Advisors LlcRelationship Support SpecialistMay 24 - PresentAvantaxClient Services Representative IVMay 21- May 24Td AmeritradeRelationship ManagerMar 20- May 21
Arnaldo Jes S Paredes MarchenaJefe Soporte ProductoView Profile, Arnaldo Jes S Paredes MarchenaLucila SilvaConciergeView Profile, Lucila SilvaKelli BullensCustomer Service ManagerView Profile, Kelli Bullens