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 JamesSenior Portfolio SpecialistApr 18 - PresentWells Fargo AdvisorsFinancial AdvisorAug 09- Apr 18
Ric R Roman IiBranch Office Supervisor Investment Advisor Representative Registered RepresentativeView Profile, Ric R Roman IiMichael McardleSenior Associate Specialised Project FinanceView Profile, Michael McardleMiranda SloanSenior Staff AccountantView Profile, Miranda Sloan