Account Type******** ****Account Owner***** ******Account Opps/Deals*** *******Closed Won • Jan 25****K $Closed
******* ********Worked in execs roles at *** together from 2021-2024****** *****Worked in the same department at *** together from 2021-2024
Raymond JamesManaging Director - Wealth ManagementMay 16 - PresentMorgan StanleySenior Vice PresidentMar 04- May 16Cibc Capital MarketsConsultantJan 03- Mar 04
Daniel VasquezVice President Consumer LendingView Profile, Daniel VasquezKatya GundersonSenior Director Of FinanceView Profile, Katya GundersonSteve RileyChief Financial OfficerView Profile, Steve Riley