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 JonesRetired PartnerApr 13 - PresentBmo Nesbitt BurnsVice President Managing Director, Wealth SolutionsJan 07- Mar 13
Ayreann LueddersVP Of LearningView Profile, Ayreann LueddersJim CavedoVice PresidentView Profile, Jim CavedoOmri FriedelPresidentView Profile, Omri Friedel