Account Type******* ******Account Owner***** *****Account Opps/Deals******** ******Closed Won • Oct 24****K $Closed
***** *******Worked in execs roles at *** together from 2021-2024*** ********Worked in the same department at *** together from 2021-2024
Edward JonesField Compliance DirectorFeb 15 - PresentUsaaFinancial AdvisorJun 06- Feb 15Ameriprise Financial Services LlcCompliance SupervisorApr 05- Jun 06
Shai IsraelFounderView Profile, shai israelPeter SungSenior Production DirectorView Profile, peter sungKevin MartinFounderView Profile, kevin martin