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
StephensRegistered Client AssociateJan 19 - PresentBny WealthAssociate Wealth ManagerJul 99- Jun 18Asset StaffingAdministrative AssistantSep 95- Jul 99
Brett KinneyEnterprise Account ExecutiveView Profile, Brett KinneyChris MahoneySenior Vice President Of SalesView Profile, Chris MahoneyBrian MichaelOwner And OperatorView Profile, Brian Michael