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 JamesInvestment Banking AnalystJan 22 - PresentBoston PrivateRisk AnalystJan 21- Aug 21L E K ConsultingCase Team AssistantJan 20- Mar 20
Neil G TallerdayExternal Annuity ConsultantView Profile, Neil G TallerdayJeffrey ShoemakerFinancial AdvisorView Profile, Jeffrey ShoemakerSerrina TirrellAccounts Receivable ManagerView Profile, Serrina Tirrell