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
Jeffrey Matthews Wealth Management LlcFinancial Advisor | Branch ManagerMar 22 - PresentRaymond JamesFinancial AdvisorJan 21- Mar 22Clout Realty Investments LlcRealtorDec 18- Jul 21
Rickard CoxTreasurerView Profile, Rickard CoxSharron Ogutu JakmidesFinancial Planning And Analysis DirectorView Profile, Sharron Ogutu JakmidesTodd WillsonChief Financial OfficerView Profile, Todd Willson