Account Type*** ********Account Owner*** *****Account Opps/Deals******** ****Closed Won • Oct 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
Andrew MouledousVice President Finance AccountingView Profile, andrew mouledousSeth PalmerManaging Director Direct InvestmentsView Profile, seth palmerDavid L BahnsenChief Investment Officer Managing PartnerView Profile, david l. bahnsen