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 11Colony Pool Service Of Delaware IncSales ManagerAug 07- Dec 09
Tammy KaufmannFinance ManagerView Profile, Tammy KaufmannDebbie MillerPricing Control SpecialistView Profile, Debbie MillerBrock CooperFinancial Advisor Branch ManagerView Profile, Brock Cooper