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
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