Account Type****** *****Account Owner*** ********Account Opps/Deals**** ****Closed Won • Dec 24**K $Closed
****** *******Worked in execs roles at *** together from 2021-2024******* ***Worked in the same department at *** together from 2021-2024
Wells Fargo AdvisorsNorth Bay Branch ManagerJan 25 - PresentFidelity InvestmentsInvestment ConsultantAug 24- Feb 25Principal Asset ManagementManaging DirectorDec 07- Mar 24
Leonardo WeilerBusiness Development Large AccountsView Profile, leonardo weilerRebecca WoodBuisness Development ManagerView Profile, rebecca woodTiffany SotoSuretyView Profile, tiffany soto