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
Focus Partners WealthPortfolio Trading StrategistJun 24 - PresentBuckingham Wealth PartnersPortfolio Trading StrategistApr 23- Jun 24AddeparTrading Solutions ConsultantFeb 22- Apr 23
Brittney EdwardsAccounting ManagerView Profile, Brittney EdwardsJasmine TurnerPersonal BankerView Profile, Jasmine TurnerSam MillsAssociateView Profile, Sam Mills