Account Type******* ****Account Owner***** *******Account Opps/Deals******* ****Closed Won • Dec 24***K $Closed
******** *****Worked in execs roles at *** together from 2021-2024**** *******Worked in the same department at *** together from 2021-2024
Jeffrey Matthews Wealth Management LlcFinancial Advisor | Branch ManagerMar 22 - PresentRaymond JamesFinancial AdvisorJan 21- Mar 22Clout Realty Investments LlcRealtorDec 18- Jul 21
Ella Tamar AdhananDirector Startup BankingView Profile, ella-tamar adhananCharles XieEquity Research AssociateView Profile, charles xieKomal RawalSr Accounts OfficerView Profile, komal rawal