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
VanguardFinancial Advisor Manager, Vanguard Personal Advisor Services at VanguardSep 11 - PresentEdward JonesFinancial AdvisorOct 10- Aug 11Hachik DistributorsCustomer Service ManagerJan 05- Aug 07
George FullertonHead Of RevenueView Profile, George FullertonMaxim JeltonFinancial AnalystView Profile, Maxim JeltonGeorge CujeGlobal ControllerView Profile, George Cuje