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 JamesVice President, Investment Banking (Private Capital Advisory)Sep 21 - PresentRaymond James Private Capital AdvisoryVice President, Fund SolutionsJun 20- Sep 21CircleVenture AssociateMar 19- Apr 20
Robert VaughanSenior Vice President Private Wealth AdvisorView Profile, Robert VaughanKevin LottiSenior Vice President Wealth Management ConsultantView Profile, Kevin LottiRichard WellburnChief Financial OfficerView Profile, Richard Wellburn