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
Bourne Financial Group LlcPresident, Capital MarketsMar 18 - PresentCnl SecuritiesSenior Internal WholesalerJul 14- Feb 17Ameriprise Financial Services LlcFinancial Advisory AssistantMay 13- Jun 14
Justin OpielaCommercial Banking Relationship Manager SVPView Profile, Justin OpielaBlake WaggonerSenior Vice President Of External AffairsView Profile, Blake WaggonerFrank BurkeChief Investment OfficerView Profile, Frank Burke