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
Raymond JamesSenior Vice President of Wealth ManagementFeb 22 - PresentJ P MorganVice PresidentJul 10- Jan 19Thomas Weisel PartnersSales AssociateMay 06- Jun 10
Tim PetersonChief Investment Officer Board MemberView Profile, Tim PetersonGaurav SVice President Finance And AccountsView Profile, Gaurav SBrian WoodillaSVP Managing Senior Credit OfficerView Profile, Brian Woodilla