Account Type**** *******Account Owner******** ******Account Opps/Deals****** ***Closed Won • Jul 24**K $Closed
****** ****Worked in execs roles at *** together from 2021-2024*** *****Worked in the same department at *** together from 2021-2024
FieldguideDirector of Finance And OperationsMay 24 - PresentCartaChief of StaffJan 18- May 24Citizens JmpInvestment Banking AnalystJun 15- Jan 18
Laura SkolySenior FP A AnalystView Profile, laura skolyMary HaleSenior Financial AdvisorView Profile, mary haleMichelle PackerFinancial Advisor Senior Retirement PlannerView Profile, michelle packer