Account Type******* *****Account Owner**** ******Account Opps/Deals******** ******Closed Won • Dec 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
Scott StapleClerkView Profile, scott staplePablo Adolfo Diaz SanchezGerente De Proyectos Alineacion EstrategicaView Profile, pablo adolfo diaz sanchezJonathan FieldsDirector Of Audio Visual ProductionView Profile, jonathan fields