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
Wells FargoLead ConsultantNov 18- Mar 22Lpl FinancialSenior Financial AnalystSep 17- Nov 18PwcSenior Associate, Financial Services AssuranceSep 13- Sep 17
Phyllis PezenikManaging Director Of Brokerage ServicesView Profile, phyllis pezenikJonathan GershonCo Founder Board Of DirectorsView Profile, jonathan gershonSasan ChoobinehVice President Financial Planning AnalysisView Profile, sasan choobineh