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
Raymond JamesSenior Vice President of Wealth ManagementFeb 22 - PresentJ P MorganVice PresidentJul 10- Jan 19Thomas Weisel PartnersSales AssociateMay 06- Jun 10
Stephen NevilleWealth Management Advisor Managing DirectorView Profile, Stephen NevilleRobin L MarshallVP Accounting And Financial Business ServicesView Profile, Robin L MarshallLisa ChavezVP Of Mortgage LendingView Profile, Lisa Chavez