Account Type*** ********Account Owner*** ******Account Opps/Deals******** ****Closed Won • Oct 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
Lauren OakesAccounts Receivable SpecialistView Profile, lauren oakesLindsay LeeFinancial Systems AccountantView Profile, lindsay leeMatthew FrustaciInvestment AnalystView Profile, matthew frustaci