Account Type**** *****Account Owner****** ***Account Opps/Deals**** ******Closed Won • Nov 24**K $Closed
*** ******Worked in execs roles at *** together from 2021-2024******** ********Worked in the same department at *** together from 2021-2024
Janus Henderson InvestorsEquity TraderMay 16 - PresentOppenheimerfundsService AssociateJun 14- Sep 14
Vanessa SimonConseiller FinancierView Profile, vanessa simonChris CasaleFinancial AdvisorView Profile, chris casaleJared McdanielWealth AdvisorView Profile, jared mcdaniel