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
Raymond James FinancialVice President of Wealth ManagementNov 23 - PresentSageview Advisory GroupWealth AdvisorOct 21- Nov 23Wells Fargo AdvisorsFinancial AdvisorJul 10- Apr 15
Maria JoryszChief Financial OfficerView Profile, Maria JoryszMichael DeglomaVice President North America Trading Systems And CommunicationsView Profile, Michael DeglomaJim SharpSenior Vice President Finance And Financial ReportingView Profile, Jim Sharp