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
ThriventFinancial AdvisorDec 23 - PresentEdward JonesSenior Branch Office AdministratorMay 18- Dec 24Bb TWealth Private AdvisorJun 05- Mar 18
Noah ShefCfoView Profile, Noah ShefJin LeeAccounts Payable SpecialistView Profile, Jin LeeBjorn DumortierDirector Finance OperationsView Profile, Bjorn Dumortier