Account Type*** *******Account Owner******* ******Account Opps/Deals***** ***Closed Won • Feb 25***K $Closed
****** *******Worked in execs roles at *** together from 2021-2024******* ****Worked in the same department at *** together from 2021-2024
Tolleson Wealth ManagementClient Service ManagerJan 19 - PresentMeritage Portfolio ManagementClient Service AssociateDec 14- Dec 18Rothschild Wealth PartnersPortfolio AssociateFeb 04- Nov 14
Darryson GuilloryCustomer Support EngineerView Profile, Darryson GuilloryRaquel WrightServicing ManagerView Profile, Raquel WrightJeff JacobsCustomer Service SpecialistView Profile, Jeff Jacobs