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
WorkdayCorporate SalesJan 23 - PresentEquitable AdvisorsFinancial AdvisorApr 20- Jun 22Edward JonesFinancial AdvisorJul 19- Jan 20
Jordan CocklinAgentView Profile, Jordan CocklinPhil ChowaniecSales Operation Strategy ManagerView Profile, Phil ChowaniecYanan LiGlobal Real Estate Advisor Licensed Real Estate AgentView Profile, Yanan Li