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
Fisher InvestmentsInvestment CounselorDec 21 - PresentFranklin TempletonDirector - Internal SalesNov 99- Jul 19ValicFinancial AdvisorApr 99- Nov 99
Anita RohdeAccounts AssistantView Profile, anita rohdeAnna GabisControllerView Profile, anna gabisAndrew ColbertPortfolio ManagerView Profile, andrew colbert