Account Type******** ********Account Owner*** ****Account Opps/Deals******** ********Closed Won • Jan 25***K $Closed
******* *****Worked in execs roles at *** together from 2021-2024***** ********Worked in the same department at *** together from 2021-2024
Kavooa GolfChairman of the BoardFeb 21 - PresentMerrill LynchSenior Financial Advisor, First Vice PresidentMar 17- Mar 20Morgan StanleyFINANCIAL ADVISOR, Vice PresidentNov 11- Mar 17
Tom WagnerPresidentView Profile, Tom WagnerMatt FosheeVP Branch ManagerView Profile, Matt FosheeJames AltyFounder Managing DirectorView Profile, James Alty