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
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
Bradley De RaadControllerView Profile, Bradley De RaadNick BudincichHead Of Strategic Partnerships Financial InstitutionsView Profile, Nick BudincichHassan Ahmad KhalilFinancial AdvisorView Profile, Hassan Ahmad Khalil