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
Legacy AdvisorsDirector of Finance & Chief Compliance OfficerFeb 20 - PresentWescott Financial Advisory Group LlcDirector of Finance & Chief Compliance OfficerJun 10- Jan 18
Emily DelongVP Finance And Business DevelopmentView Profile, Emily DelongWill SmithRegional Vice President N America Enterprise BankingView Profile, Will SmithBrian GarfieldManaging Director Head Of US Portfolio ValuationsView Profile, Brian Garfield