Account Type**** ******Account Owner**** ***Account Opps/Deals***** *****Closed Won • Jan 25**K $Closed
***** ****Worked in execs roles at *** together from 2021-2024**** ********Worked in the same department at *** together from 2021-2024
Partners Wealth ManagementParaplannerMay 24 - PresentJefferiesEquity Research AssociateNov 20- May 24GoodbodyEquity Research AnalystJun 19- Oct 20
Ryan GanderAssociateView Profile, Ryan GanderLori TurtiainenSenior Reimbursement ManagerView Profile, Lori TurtiainenRaghu GuptaTreasurerView Profile, Raghu Gupta