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
Principal Financial GroupFinancial Representative, Principal Securities Registered Representative, Financial AdvisorFeb 21 - PresentMassmutual Central U SFinancial Advisor, CFBSSep 07- Feb 21
Santiago CaramesTreasury AnalystView Profile, Santiago CaramesSheila SnowTax RepresentativeView Profile, Sheila SnowZaynab HoosenAfrica AnalystView Profile, Zaynab Hoosen