Account Type****** *******Account Owner******** ****Account Opps/Deals***** *****Closed Won • Feb 25****K $Closed
***** ********Worked in execs roles at *** together from 2021-2024****** ***Worked in the same department at *** together from 2021-2024
Lpl FinancialRegistered RepresentativeJun 24 - PresentRoyal Alliance AssociatesFinancial AdvisorApr 07- Oct 14Capitalsource BankSenior UnderwriterJan 05- Jan 07
Beatriz AmbrizCustomer Service RepresentativeView Profile, Beatriz AmbrizRichard DavisAssociate MemberView Profile, Richard DavisDebbie NewCustomer Service RepresentativeView Profile, Debbie New