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
Cornerstone Wealth Group LlcWealth AdvisorMar 24 - PresentCity National RochdaleSenior Investment ConsultantJul 14- Mar 24Deutsche BankVice President - Investment StrategistAug 05- Sep 12
Paul BataneantPension And Commuter SpecialistView Profile, Paul BataneantMelinda CarmichaelLoan SpecialistView Profile, Melinda CarmichaelTommy SwanhausEquity Owner Brand AmbassadorView Profile, Tommy Swanhaus