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
Principal Asset ManagementSenior Director of Wealth ManagementJan 10 - PresentFranklin TempletonWirehouse and Independent/Bank ChannelMay 08- Sep 10
Meet AnejaGlobal Senior Director Of FP AView Profile, meet anejaJerry RomanoChief Financial OfficerView Profile, jerry romanoSarah SpojaChief Financial OfficerView Profile, sarah spoja