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 FargoSenior Financial Advisor - Heritage Seubert Financial LLCNov 23 - PresentRaymond JamesExecutive Financial Advisor - Raymond JamesNov 13- Apr 24Merrill LynchFinancial AdvisorMay 07- Nov 13
Scott DuntleyCommercial Banking Credit Advisor SVPView Profile, scott duntleyAnne BradleyChief Financial OfficerView Profile, anne bradleyMelissa PursleyCFO Pak EnergyView Profile, melissa pursley