Account Type***** ****Account Owner******* ***Account Opps/Deals****** *****Closed Won • Feb 25**K $Closed
******* ****Worked in execs roles at *** together from 2021-2024***** *****Worked in the same department at *** together from 2021-2024
Worthington Financial PartnersFinancial PlannerJul 23 - PresentPrudential FinancialFinancial PlannerApr 20- Jul 23Wells FargoRB Branch ManagerJul 07- Mar 20
Giuseppe BattagliaPricing Analist Air SeaView Profile, Giuseppe BattagliaJennifer MarfleetFinancial Operations ManagerView Profile, Jennifer MarfleetMatt SwitzerInvestorView Profile, Matt Switzer