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
Chancellor Insurance AgencyFinancial AdvisorMay 19 - PresentConduentCustomer Service SpecialistJan 16- Jul 19
Kyle RileyWealth Management Company Associate Financial Advisor For Todd GindyView Profile, kyle rileyEthan ConnorInvestment Banking AnalystView Profile, ethan connorJulia ClancyTreasury AnalystView Profile, julia clancy