Account Type******** ***Account Owner*** *******Account Opps/Deals****** *****Closed Won • Nov 24****K $Closed
*** ****Worked in execs roles at *** together from 2021-2024*** ******Worked in the same department at *** together from 2021-2024
Willis Johnson AssociatesAssociate Wealth ManagerJan 24- Oct 24Carson GroupWealth PlannerAug 22- Jan 24Plancorp Wealth ManagementSenior Financial PlannerMay 20- Aug 22
Ellie Mae ValenciaBilling SpecialistView Profile, ellie mae valenciaErinn ZizzaAssociateView Profile, erinn zizzaJennifer DietrichAssociateView Profile, jennifer dietrich