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
Citizens M A AdvisoryVice President, FIG Investment BankingDec 24 - PresentJanney Montgomery Scott LlcVice President Investment BankingMay 19- Dec 24J P Turner Company LlcSecond Year Wealth Management InternJun 14- Aug 14
Andy WattChief Financial OfficerView Profile, Andy WattJames TuftVice President ShareholderView Profile, James TuftErika LindVP Of FP A And TreasuryView Profile, Erika Lind