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
D A Davidson CompaniesVice President, Financial Services Representative ManagerSep 24 - PresentKey Investment ServicesPrivate Client AdvisorOct 23- Aug 24Equitable AdvisorsFinancial AdvisorSep 23- Oct 23
Jim MccormickChief Financial OfficerView Profile, Jim MccormickMarla MDirector Finance OperationsView Profile, Marla MFred GraffamExecutive Vice President And Chief Financial OfficerView Profile, Fred Graffam