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
CitiAssociate BankerJan 20 - PresentFidelius GroupWealth Management AdministratorAug 16- May 19Punter Southall Wealth A Canaccord Genuity CompanyClient Services AdministratorMay 15- Jun 16
Carson ButtsBrokerView Profile, Carson ButtsDrew LomsdalenInvestment AssociateView Profile, Drew LomsdalenJames BrownMember Board Of TrusteesView Profile, James Brown