Account Type****** ******Account Owner******* *******Account Opps/Deals******* ******Closed Won • Mar 25**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