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
Huntington Financial AdvisorsVice President, Managed Money Desk ManagerJun 22 - PresentNationwide FinancialDirector of Brokerage OperationsDec 07- Jun 22Waddell ReedFinancial AdvisorMar 07- Dec 07
Dakota BradshawMargin Lending Sr AnalystView Profile, Dakota BradshawTej JohnsonInvestment ProfessionalView Profile, Tej JohnsonMatthew StewartInvestment Advisor RepresentativeView Profile, Matthew Stewart