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 JamesInvestment Banking Associate - Tech & ServicesJun 21 - PresentBernstein Private Wealth ManagementSenior AssociateDec 18- Jun 21
Chevonne W FarlerWealth Management AdvisorView Profile, Chevonne W FarlerSandra BAccounting ManagerView Profile, Sandra BAlexandra BergstromManager Communications Change Management Sustainable Finance Securities Services CIBView Profile, Alexandra Bergstrom