Account Type***** ****Account Owner******* ****Account Opps/Deals***** *****Closed Won • Dec 24***K $Closed
***** ***Worked in execs roles at *** together from 2021-2024**** ****Worked in the same department at *** together from 2021-2024
CapstoneDirector of Wealth Management & Senior Financial Advisor Dec 15 - PresentSuntrust Investment Services IncFinancial AdvisorApr 13- Dec 15ProsharesInternal WholesalerAug 11- Apr 13
Brie WilliamsManaging Director Global Head Of Advisory Solutions And Wealth IntelligenceView Profile, brie williamsLaura KefferDirector Underwriting Capital Markets Direct Lending At Principal Alternative CreditView Profile, laura kefferKeller HoakSenior Director Tuition Financing IncView Profile, keller hoak