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
Rfg AdvisoryWealth ManagerAug 21 - PresentUniversity Of Alabama Student Government AssociationStudent Affairs CabinetApr 18- Mar 20Phi Mu FraternityHistorianNov 18- Nov 19
Adam LebovitzInvestorView Profile, adam lebovitzRonda PopeMutual Funds Spec IIIView Profile, ronda popeJames HessionAudit InternView Profile, james hession