Account Type**** ********Account Owner******** ****Account Opps/Deals*** ***Closed Won • Jan 25***K $Closed
******* ******Worked in execs roles at *** together from 2021-2024******* ****Worked in the same department at *** together from 2021-2024
BairdFinancial AdvisorJul 23 - PresentFnboFinancial AdvisorJun 15- Jul 23Raymond JamesFinancial AdvisorMar 17- Jul 23
Nathan KiddSenior Financial Operations ManagerView Profile, Nathan KiddWendy DavisCorporate Accounting SupervisorView Profile, Wendy DavisJimi BuserFinance PartnersView Profile, Jimi Buser