Account Type*** ***Account Owner****** ********Account Opps/Deals****** *****Closed Won • Nov 24***K $Closed
******** ****Worked in execs roles at *** together from 2021-2024****** ********Worked in the same department at *** together from 2021-2024
PartnersManaging Director - Partners Finance - Member FINRA / SIPCMay 21 - PresentEquus Total ReturnAssistant VP / Corporate SecretaryJul 05- Jun 11Invesco UsInternal WholesalerJan 00- Aug 03
Scott ConleySENIOR VICE PRESIDENT NORTH AMERICA HEAD OF TECHNOLOGY AND OPERATIONS FINANCEView Profile, scott conleyShane NelsonDirector Global BPO Outsourced Financial Services Investment BankingView Profile, shane nelsonRic LeongSVP FinanceView Profile, ric leong