Account Type******** ***Account Owner*** *******Account Opps/Deals*** ********Closed Won • Jan 25**K $Closed
****** *****Worked in execs roles at *** together from 2021-2024*** ******Worked in the same department at *** together from 2021-2024
Associated Financial Investor ServicesFinancial AdvisorJan 20 - PresentPrincipal Financial GroupFinancial Services Representative, Principal Securities Registered Representative, Financial AdvisorJul 12- Jan 20
Karen AnsteyFinance ControllerView Profile, Karen AnsteyLaura Lopez AlonsoTecnico Atencion Al ProfesorView Profile, Laura Lopez AlonsoJeffery L ReynoldsDirector Of Treasury OperationsView Profile, Jeffery L Reynolds