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
Rfg AdvisoryExecutive Vice PresidentMay 15 - PresentBlock AdvisorsComplex Manager, AlabamaFeb 00- Sep 08Olde Discount BrokerageFinancial AdvisorSep 95- Mar 98
Soedesh RamdarasChief Operating OfficerView Profile, Soedesh RamdarasJessica W LamCo FounderView Profile, Jessica W LamPaula ScandoneGeneral Manager SVPView Profile, Paula Scandone