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
Kinloch CapitalWealth ManagerJan 23 - PresentDavenport Company LlcRegistered Client Service AssociateJun 17- Dec 22Harris WilliamsMarketing Administrative AssistantAug 15- May 17
Wendy SantacroceSr Director Financial Planning AnalysisView Profile, Wendy SantacroceAlexandra Gates ClarkAssociate Director Revenue Cycle ManagementView Profile, Alexandra Gates ClarkRoei SapirSenior Tax ManagerView Profile, Roei Sapir