Account Type*** ****Account Owner******** *******Account Opps/Deals******* ********Closed Won • Aug 24***K $Closed
**** ****Worked in execs roles at *** together from 2021-2024******* ***Worked in the same department at *** together from 2021-2024
EmpowerSenior Wealth AdvisorMar 22 - PresentT Rowe PriceHigh Net Worth Financial ConsultantJan 19- Mar 22Goldman Sachs AycoClient Analyst & General Securities PrincipalMar 08- Jun 18
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