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
Ep Wealth AdvisorsWealth AdvisorJan 25 - PresentKayne Anderson RudnickSenior AssociateDec 21- Jan 25Morgan StanleyRegistered AssociateJul 19- Nov 21
Caleb PetersReal Estate InvestorView Profile, Caleb PetersOwen RockettBDR ManagerView Profile, Owen RockettSteve PettersonVP Of FinanceView Profile, Steve Petterson