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
Bridges TrustFamily Office Accounting ManagerAug 23 - PresentAxos Clearing A Subsidiary Of Axos FinancialSenior AccountantDec 22- Aug 23WalgreensCustomer Service AssociateJan 13- Feb 15
Erin SheehanSenior Portfolio Manager ServicingView Profile, Erin SheehanBenjamin Dromundo SchneiderAdministration And Finance ManagerView Profile, Benjamin Dromundo SchneiderJoshua JaouliPrincipal Chief Investment OfficerView Profile, Joshua Jaouli