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
Raymond JamesRetirement Plan SpecialistJan 21 - PresentSuntrustMortgage SpecialistMar 19- Oct 21State Of FloridaSenior Customer Service RepresentativeAug 12- Mar 19
Marcelo TapiaConsulting Investing PartnerView Profile, Marcelo TapiaRichard LaidlawHead Of Planning MI ChangeView Profile, Richard LaidlawJenny PengExecutive Committee Secretary And Member Board Of DirectorsView Profile, Jenny Peng