Account Type****** ******Account Owner******** *******Account Opps/Deals*** *******Closed Won • Aug 24**K $Closed
*** *****Worked in execs roles at *** together from 2021-2024****** *****Worked in the same department at *** together from 2021-2024
Wells Fargo AdvisorsPractice ManagerJun 23 - PresentWells FargoPractice ManagerOct 21 - PresentUllrich Insurance AgencyInsurance AgentOct 17- Oct 21
Jamie LindsayInvestment AnalystView Profile, jamie lindsayLynn LippoldAccountantView Profile, lynn lippoldVladyslava RogachenkoCost AnalystView Profile, vladyslava rogachenko