Account Type*** *******Account Owner**** *****Account Opps/Deals*** ***Closed Won • Mar 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