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
Heritage Financial ServicesFinancial AdvisorFeb 19- Dec 19Axa Advisors LlcFinancial ProfessionalApr 16- Dec 18Piper JaffrayProgrammerJun 98- May 05
Manuel VasquezFinance ManagerView Profile, Manuel VasquezMichael BalteraFP A ManagerView Profile, Michael BalteraVanessa ShoplandFinance ManagerView Profile, Vanessa Shopland