Account Type******* ****Account Owner***** ****Account Opps/Deals*** ***Closed Won • Mar 25***K $Closed
******* *******Worked in execs roles at *** together from 2021-2024*** ******Worked in the same department at *** together from 2021-2024
Tolleson Wealth ManagementAnalystApr 22 - PresentFisher InvestmentsClient Service AssociateMay 21- Apr 22Southern Methodist UniversityGraduateAug 16- May 20