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
Raymond JamesPortfolio ConsultantDec 21 - PresentVanguardAdvance to Financial Planning AssociateJun 21- Nov 21Savant Wealth ManagementFinancial Planning InternJun 20- Jan 21
Raquel WatersTherapistView Profile, raquel watersSamantha KramerAdministrative ServicesView Profile, samantha kramerJackie FralishCapability AnalystView Profile, jackie fralish