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
Wells FargoSenior Financial Advisor - Heritage Seubert Financial LLCNov 23 - PresentRaymond JamesExecutive Financial Advisor - Raymond JamesNov 13- Apr 24Merrill LynchFinancial AdvisorMay 07- Nov 13
Darren ScottiChief Financial OfficerView Profile, darren scottiAmanda WilliamsChief Investment OfficerView Profile, amanda williamsKevin BrentVP FinanceView Profile, kevin brent