Account Type******** ***Account Owner*** ***Account Opps/Deals***** ****Closed Won • Dec 24**K $Closed
**** ****Worked in execs roles at *** together from 2021-2024*** *******Worked in the same department at *** together from 2021-2024
Markley Financial SvcOwnerJul 16 - PresentConscience VcFinancial AdvisorJan 90 - PresentTtecMenber Service AgentJan 19- May 22
Raymond MitchellBranch Office Supervisor And Investment Advisor RepresentativeView Profile, raymond mitchellAlbert TesorieroAssistant Financial ControllerView Profile, albert tesorieroIeva HestaasAccountantView Profile, ieva hestaas