Account Type******** ******Account Owner******** *******Account Opps/Deals***** ******Closed Won • Nov 24****K $Closed
******* *******Worked in execs roles at *** together from 2021-2024****** ******Worked in the same department at *** together from 2021-2024
StephensRegistered Client AssociateJan 19 - PresentBny WealthAssociate Wealth ManagerJul 99- Jun 18Asset StaffingAdministrative AssistantSep 95- Jul 99
James S ForrestAccount ExecutiveView Profile, james s forrestMichael DeanEnterprise Account ExecutiveView Profile, michael deanRalph DiazSenior Sales Development RepView Profile, ralph diaz