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
Home Path Financial LpDirector of Capital MarketsJan 25 - PresentFs InvestmentsRegional DirectorOct 15- Oct 24Equitable AdvisorsFinancial ConsultantJul 12- Oct 15
Frances JosephVice President Private Wealth AdvisorView Profile, Frances JosephDrew ChernoyChief Financial Executive CFE CFOView Profile, Drew ChernoyLindsey RossVice President Capital Projects RestorationView Profile, Lindsey Ross