Account Type******** *****Account Owner****** ********Account Opps/Deals******** ********Closed Won • Oct 24****K $Closed
**** *******Worked in execs roles at *** together from 2021-2024****** *******Worked in the same department at *** together from 2021-2024
Ssg Executive Advisory Group Of Raymond JamesInvestment Portfolio AssociateJul 23 - PresentJ P Morgan Private BankClient Service AssociateJun 22- Jun 23Ameriprise Financial Services LlcClient Services InternJan 22- Feb 22
Juvy MacedaAccountantView Profile, juvy macedaKatharine SpoonerInvestorView Profile, katharine spoonerChris VillaPrincipal Financial Planning And Analysis FP AView Profile, chris villa