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
Flx NetworksChief Financial OfficerJul 23 - PresentAmg WealthVice President of Financial Planning AnalysisNov 10- Jul 23Bbd LlpSenior AccountantOct 08- Nov 10
Scott WittmanChief Investment OfficerView Profile, Scott WittmanDanny GatesRegional Vice PresidentView Profile, Danny GatesMeghan KellyVice President And Wealth Insurance AdvisorView Profile, Meghan Kelly