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
Raymond James FinancialVice President of Wealth ManagementNov 23 - PresentSageview Advisory GroupWealth AdvisorOct 21- Nov 23Wells Fargo AdvisorsFinancial AdvisorJul 10- Apr 15
Kent JohnsonChief Financial OfficerView Profile, Kent JohnsonTamara SaundersChief Financial OfficerView Profile, Tamara SaundersJim CoxChief Financial OfficerView Profile, Jim Cox