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
Global Financial Private Client LlcClient Relationship ManagerSep 22 - PresentNed Davis ResearchVice President, Account ManagerDec 98- Aug 22SuntrustTrust Investment SpecialistJan 96- Jan 98
Travis WebbAccount ManagerView Profile, Travis WebbChris BillAccount ManagerView Profile, Chris BillKatie TraegerAccount ManagerView Profile, Katie Traeger