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
Eagle StrategiesCorporate Vice President, North East Regional Manager- Eagle Strategies, LLCSep 22 - PresentAmg WealthSenior Associate | Regional Manager - MissouriFeb 16- Nov 19Oppenheimer Co IncAssociate Director | Asset Management Sales Desk | Fee-Based PlatformsSep 14- Mar 16
Oscar Pe AMember Board Of DirectorsView Profile, Oscar Pe ASarah GaskinVice President Of Strategic InitiativesView Profile, Sarah GaskinJeff MontgomeryVice PresidentView Profile, Jeff Montgomery