Account Type****** ********Account Owner******* ********Account Opps/Deals******** ***Closed Won • Mar 25***K $Closed
*** ********Worked in execs roles at *** together from 2021-2024******** ****Worked in the same department at *** together from 2021-2024
Cetera Financial GroupOnboarding CoachAug 23 - PresentSecurian FinancialBranch Operations AnalystApr 07 - Present