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
Fisher InvestmentsInvestment CounselorDec 21 - PresentFranklin TempletonDirector - Internal SalesNov 99- Jul 19ValicFinancial AdvisorApr 99- Nov 99
Priscilla LeeAssociateView Profile, priscilla leeJessica A LibroiaAssociateView Profile, jessica a. libroiaRichard SmithBusiness Finance ConsultantView Profile, richard smith