Account Type*** ****Account Owner******* *****Account Opps/Deals******** ******Closed Won • Mar 25***K $Closed
******** *******Worked in execs roles at *** together from 2021-2024******** ********Worked in the same department at *** together from 2021-2024
J P MorganInvestment AssociateNov 21 - PresentPaces Ferry Wealth AdvisorsAssociate Wealth AdvisorSep 18- Nov 21PeachcapFixed Income Analyst / TraderJan 16- Aug 18
Clay MerrillGovernment Relations Representative SeniorView Profile, Clay MerrillTracy MaineDigital Banking RepresentativeView Profile, Tracy MaineLinda GulledgeAccounting AssistantView Profile, Linda Gulledge