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
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
Will MasonSenior Demand Generation Manager Local GovernmentView Profile, Will MasonJeannette Mccabe HarrisFinancial Advisor Senior Vice President Certified Wealth Strategist Harris Group At Morgan StanleView Profile, Jeannette Mccabe HarrisJill SimandlDirector Of Finance And OperationsView Profile, Jill Simandl