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
Aligned Capital Partners IncInvestment AdvisorAug 21 - PresentIvory Planning GroupInvestment Associate - Chartered Investment Manager (CIM®)Jul 21 - PresentEdward JonesFinancial AdvisorNov 19- Jun 21
Kent JamisonPartner Capital Markets And TransactionsView Profile, Kent JamisonRebecca JonesFinancial Advisor AIF AWMA CRCView Profile, Rebecca JonesLynn NgoAssociate Director Financial ReportingView Profile, Lynn Ngo