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
Joshua EvansDirector Of FP AView Profile, Joshua EvansShaan Kalingara InAssociateView Profile, Shaan Kalingara InCraig McgrailDirector Of Financial Planning And AnalysisView Profile, Craig Mcgrail