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
Wells Fargo AdvisorsSenior Financial AdvisorJan 12 - PresentPncFinancial AdvisorMay 08- Jan 12Ameriprise Financial Services LlcFinancial AdvisorJul 05- May 08
Nathan WiensSenior Revenue AccountantView Profile, Nathan WiensJeff CreeVice President Private EquityView Profile, Jeff CreeIan CuisiaSenior Mortgage UnderwriterView Profile, Ian Cuisia