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
Brighton JonesLead AdvisorJul 21- Jan 01Fisher InvestmentsInvestment CounselorMar 18- Jul 21Fidelity InvestmentsHigh Net Worth Representative IIMar 12- Mar 18
Karan GillEngineering ManagerView Profile, karan gillVictoria SkorniaGlobal Project CoordinatorView Profile, victoria skorniaSusan ClementsPartnerView Profile, susan clements