Account Type******* ******Account Owner**** *****Account Opps/Deals***** *****Closed Won • Dec 24***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
Adams HendricksonAssociate Director Finance Business OperationsView Profile, adams hendricksonIsela MadridBilling CollectionView Profile, isela madridRobert BowlerPayment SpecialistView Profile, robert bowler