Account Type***** ****Account Owner*** *******Account Opps/Deals******** ********Closed Won • Feb 25***K $Closed
**** ********Worked in execs roles at *** together from 2021-2024***** ****Worked in the same department at *** together from 2021-2024
Cap StratRetirement ConsultantJan 19 - PresentGuggenheim PartnersDirector, Chief of Staff, Intermediary SalesJan 07- Jun 17Claymore SecuritiesRegional Vice President, External WholesalerNov 01- Jan 07
Kyle DeloiaArea Manager LlView Profile, Kyle DeloiaShane BilardiPartnerView Profile, Shane BilardiJames DuezInvestor Co Founder And CEOView Profile, James Duez