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
City National RochdaleInvestment Consultant - FloridaJun 17 - PresentTerra Capital PartnersRegional Wholesaler - Florida/Puerto RicoApr 16- Apr 17Triloma Financial GroupInvestment ConsultantDec 14- Apr 16
Erica OakleySmall Commercial P C Sales Agent IIIView Profile, erica oakleyBrandon OwensBusiness Broker At First Choice Business Brokers CincinnatiView Profile, brandon owensColleen CurranSales Enablement And LearningView Profile, colleen curran