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
Lomanto Provost Financial AdvisorsFinancial Advisor, PartnerDec 16 - PresentCommunity Investment ServicesWealth Management Client AssociateSep 15- Nov 16Arrow Financial CorporationBusiness Development OfficerFeb 12- Sep 15
Afnan Al YafaeyPortfolio ManagerView Profile, Afnan Al YafaeyEdi DanalacheInvestorView Profile, Edi DanalacheJames HynesInvestment AssociateView Profile, James Hynes