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
SmarttrustRegional Vice PresidentDec 23 - PresentArrow FundsRegional DirectorMay 20- Jan 21StephensRegional Vice PresidentDec 02- Mar 05
James TannerChief Financial OfficerView Profile, James TannerJon JakupiChief Financial OfficerView Profile, Jon JakupiNate TuckerRegional Vice PresidentView Profile, Nate Tucker