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
Wedbush SecuritiesPartner, Delzio Young Financial Group Jul 11 - PresentWells Fargo AdvisorsSenior Registered Client AssociateJun 08- Jul 09A G Edwards Sons IncSenior Registered Financial AssociateOct 00- Jun 08
James GreenfieldFinancial ControllerView Profile, James GreenfieldNicole FryAssociateView Profile, Nicole FryMartha ClineAccountantView Profile, Martha Cline