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
Fisher InvestmentsInvestment CounselorJul 24 - PresentEyManager - Wealth Management ConsultingJul 07- Jun 23
Christina SwansonLoan OfficerView Profile, Christina SwansonGabriela AgasBusiness AnalystView Profile, Gabriela AgasMolly WilbersBusiness Analyst And Scrum MasterView Profile, Molly Wilbers