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
Summit Trail AdvisorsAssociateAug 24 - PresentIconiq CapitalAssociate, Financial AdvisoryJul 17- Feb 23Travis Credit UnionCorporate Relations InternJun 16- Aug 16
Sophia JordanExecutive AssistantView Profile, Sophia JordanChristian JohnAssistantView Profile, Christian JohnKendra RideoutBranch Office AdminstratorView Profile, Kendra Rideout