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
Wells Fargo AdvisorsSenior Financial Advisor, First Vice President-InvestmentsApr 09- Sep 24Bank Of AmericaVP/Investments Financial AdvisorJan 97- Apr 09American Express Financial AdvisorsFinancial AdvisorJan 94- Jan 97
Zach ConleySenior Investment Operations SpecialistView Profile, zach conleySean LeeSenior Tax AssociateView Profile, sean leePatricia LozanoSenior Audit AssociateView Profile, patricia lozano