Account Type**** ********Account Owner******** *****Account Opps/Deals*** ****Closed Won • Nov 24***K $Closed
******* ***Worked in execs roles at *** together from 2021-2024******* ******Worked in the same department at *** together from 2021-2024
The Piedmont GroupSenior Fianancial AdvisorSep 24 - PresentCapstone Financial LlcSenior Vice PresidentDec 18- Sep 24Prudential FinancialFinancial AdvisorDec 16- Dec 18
Tony ChapmanFinance PositionsView Profile, tony chapmanRizwan MirzaWealth Management Investment Banking ComplianceView Profile, rizwan mirzaWally FikriPartner Investment ManagementView Profile, wally fikri