Account Type**** ***Account Owner******* ***Account Opps/Deals*** ****Closed Won • Nov 24***K $Closed
******* ***Worked in execs roles at *** together from 2021-2024*** *******Worked in the same department at *** together from 2021-2024
Citizens JmpManaging Director - Financial Institutions GroupJul 05- Jun 23Merrill LynchAssociateJul 99- Jul 03
Cody LancasterChief Financial OfficerView Profile, cody lancasterEvan GallantChief Investment Officer PrincipalView Profile, evan gallantCraig DowneyVice President Client Advisory Distribution And Practice Management At TD WealthView Profile, craig downey