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
Raymond JamesSenior Vice President and North Atlanta Branch ManagerMar 12 - PresentBarclays Wealth ManagementExecutive DirectorJun 10- Mar 12Morgan StanleyDirectorJul 08- Jun 10
Dee DunneSenior Director Global Lifecycle Marketing OperationsView Profile, dee dunneValarie LossaVice President Operations Rjfs AdministratorView Profile, valarie lossaJasmine KangVP Operations CanadaView Profile, jasmine kang