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
ThriventFinancial AdvisorDec 23 - PresentEdward JonesSenior Branch Office AdministratorMay 18- Dec 24Bb TWealth Private AdvisorJun 05- Mar 18
Shane Gilbert AcmaHead Of Finance UKView Profile, Shane Gilbert AcmaAdrienne FrazierChief Financial OfficerView Profile, Adrienne FrazierIdan RozenblatDirector Of FinanceView Profile, Idan Rozenblat