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
Momentum Wealth StrategiesPrincipal and OwnerJul 14 - PresentEagle Strategies LlcFinancial AdviserJan 22 - PresentNylife Securities LlcFinancial Services ProfessionalDec 13 - Present
Stuart McclureSenior ManagerView Profile, Stuart McclureAmanda CartwrightM BD Operations Senior ManagerView Profile, Amanda CartwrightOr GilFinops Group Lead EMEA APACView Profile, Or Gil