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
Guggenheim PartnersInvestment Banking AssociateJun 21 - PresentAegis Capital CorpDirector of Wealth ManagementOct 19- Jun 20Bbr PartnersVice President of Portfolio & Wealth AdvisoryFeb 19- Oct 19
Kerry CoyleSr Mgr Cash Applications And Unclaimed PropertiesView Profile, kerry coylePat JohnstonControllerView Profile, pat johnstonBrian PageManager Of Corporate FinanceView Profile, brian page