Account Type*** ***Account Owner**** ***Account Opps/Deals***** *****Closed Won • Feb 25****K $Closed
***** *******Worked in execs roles at *** together from 2021-2024******** ***Worked in the same department at *** together from 2021-2024
Algorithmic Investment Models AimRetired Portfolio Manager, Managing PartnerJun 09- Feb 22Beaumont Financial PartnersPartner, Financial Advisor, Portfolio ManagerDec 99- Dec 19
Eric SmithDirector Of OperationsView Profile, Eric SmithTripp NanneyArea Business ManagerView Profile, Tripp NanneyJan JonesPharmacy Services ManagerView Profile, Jan Jones