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
Wells Fargo AdvisorsSenior Financial AdvisorJan 12 - PresentPncFinancial AdvisorMay 08- Jan 12Ameriprise Financial Services LlcFinancial AdvisorJul 05- May 08
Jacee WildermuthStarting Line Team Leader Rocket Mortgage AccountView Profile, Jacee WildermuthEric ChienSenior Analyst Strategic FinanceView Profile, Eric ChienBeth Foster ChaoInvestment Lead Climate Adaptation ResilienceView Profile, Beth Foster Chao