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
D A Davidson CompaniesVice President, Financial Services Representative ManagerSep 24 - PresentKey Investment ServicesPrivate Client AdvisorOct 23- Aug 24Equitable AdvisorsFinancial AdvisorSep 23- Oct 23
Stacy FarmerChief Financial OfficerView Profile, Stacy FarmerCornelia CrisciManaging Director Private Wealth AdvisorView Profile, Cornelia CrisciMohit ManochaChief Financial OfficerView Profile, Mohit Manocha