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
CaptrustPrincipal | Financial AdvisorJun 21 - PresentRaymond JamesInvestment SpecialistJan 12- Jan 13Morgan KeeganFinancial AdvisorJan 11- Jan 12
Bunny MahindraSenior Partner Personal BankingView Profile, Bunny MahindraJulie LevinsSenior AccountantView Profile, Julie LevinsVivian ChanSenior Tax AssociateView Profile, Vivian Chan