Account Type******* ******Account Owner**** *****Account Opps/Deals****** *****Closed Won • Oct 24***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 11
Ethan BettingerFund Accounting SupervisorView Profile, ethan bettingerMarek PietrzakSenior Management AccountantView Profile, marek pietrzakNikhil GoelAssociate DirectorView Profile, nikhil goel