Account Type****** *****Account Owner******* ******Account Opps/Deals*** ***Closed Won • Aug 24***K $Closed
******** ********Worked in execs roles at *** together from 2021-2024***** ********Worked in the same department at *** together from 2021-2024
Scrap ItChief Financial OfficerNov 21 - PresentInvesco UsVP - Senior Advisor Consultant, TXMay 19- Nov 21OppenheimerfundsRegional Advisor ConsultantJan 16- May 19
Kyle CrichtonVice President FinanceView Profile, kyle crichtonMatthew WhiteleyChief Financial OfficerView Profile, matthew whiteleyRandall KrenzinManaging Director Wealth Management Portfolio Manager Family Wealth Director Financial AdvisorView Profile, randall krenzin