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
Certified Financial ServicesEquity New Business Desk Associate for Park Avenue SecuritiesSep 05 - Present
Sandra ElissetcheInsurance AgentView Profile, Sandra ElissetcheTrent NewmanInvestment Performance AssociateView Profile, Trent NewmanCharlotte HusePrivate Banking AssistantView Profile, Charlotte Huse