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
Wells FargoBusiness Execution Director, SVPSep 05 - PresentEdward JonesFinancial AdvisorJan 02- Jan 05
James BerkeryManaging PartnerView Profile, james berkeryDaniel DeExecutive DirectorView Profile, daniel deIan RickwoodFounder And CEOView Profile, ian rickwood