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