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
Quadcap Wealth Management LlcSenior Wealth AdvisorMay 24 - PresentExencial Wealth AdvisorsSenior Wealth AdvisorMay 18- May 24
Lisa RappOrder To Cash LeadView Profile, Lisa RappRyan JamiesonSenior Financial AnalystView Profile, Ryan JamiesonKatina BealeConstituent Relationship Senior SpecialistView Profile, Katina Beale