Account Type**** ******Account Owner****** ******Account Opps/Deals*** ******Closed Won • Jan 25****K $Closed
******** *****Worked in execs roles at *** together from 2021-2024******** ****Worked in the same department at *** together from 2021-2024
United Success Wealth ManagementManaging Partner, Chief Investment OfficerFeb 23 - PresentFortis Capital AdvisorsSenior Vice President, Portfolio ManagerFeb 22- Jan 24Merrill LynchSenior Financial Advisor, Senior Vice PresidentJun 15- Mar 22
Simon MartinSenior Partner Chief Investment Strategist Head Of ResearchView Profile, Simon MartinTeron DouglasManaging Director Chief Digital Executive Preferred Banking And Consumer InvestmentsView Profile, Teron DouglasGreg W GreeleyInvestor Advisor Board Member President COO 2020 2022View Profile, Greg W Greeley