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
Nextgen AdvisorsOwnerMar 17 - PresentRaymond JamesFinancial Advisor CFP®Feb 10 - PresentKiwanis InternationalBoard MemberJan 08- Jan 15
Dan KohrsVice President Treasury ManagementView Profile, Dan KohrsStephanie DalesVP Finance And AdministrationView Profile, Stephanie DalesJim VeselyRetired Financial ExecutiveView Profile, Jim Vesely