Account Type**** ******Account Owner*** ***Account Opps/Deals******* ****Closed Won • Nov 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
Adnan KhalilDirector Of Finance City SprintView Profile, adnan khalilKayla FazioAccounting BookkeeperView Profile, kayla fazioBenjamin HeadleyDirector Of FP AView Profile, benjamin headley