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
ThriventFinancial AdvisorMar 24 - PresentPrincipal Financial GroupFinancial ConsultantNov 18- Apr 23Wells Fargo AdvisorsBrokerage AssociateJul 18- Nov 18
Xiaoqin Rena ZhuSenior A P AccountantView Profile, Xiaoqin Rena ZhuRobert DottoManager Financial Planning AnalysisView Profile, Robert DottoTony CuloraFinancial Planning And Analysis ManagerView Profile, Tony Culora