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 AdvisorsFinancial Advisor, Vice President, NextGen AdvisorsMar 17 - PresentRaymond JamesFinancial AdvisorSep 13 - PresentUbsWealth Management AnalystMay 11- Aug 13
Jetse KuijvenhovenManager Corporate Finance M AView Profile, Jetse KuijvenhovenJoanna MartinezFinancial AdvisorView Profile, Joanna MartinezCallum MelroseSenior Equity Fundraising ManagerView Profile, Callum Melrose