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
Citizens JmpVice President Equity ResearchFeb 17 - PresentNasdaq EvestmentAnalyst - AlternativesFeb 15- Feb 17Edward JonesFinancial AdvisorJul 13- Jan 15
John VeldonVice President Of Financial Planning AnalysisView Profile, john veldonDan ChaneySenior Director Of Finance OperationsView Profile, dan chaneyJoe BladesChief Financial OfficerView Profile, joe blades