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
Raymond JamesSenior Vice President and North Atlanta Branch ManagerMar 12 - PresentBarclays Wealth ManagementExecutive DirectorJun 10- Mar 12Morgan StanleyDirectorJul 08- Jun 10
Tim BenhartVice President OperationsView Profile, Tim BenhartHenri TrouillardVice President OperationsView Profile, Henri TrouillardKeith LandsbergExecutive Vice President Operations Business DevelopmentView Profile, Keith Landsberg