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
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
Steve ThompsonCONTROLLERView Profile, Steve ThompsonLynn Piasecki PriceControllerView Profile, Lynn Piasecki PriceVikram SinhaVice President Corporate ControllerView Profile, Vikram Sinha