Account Type****** *******Account Owner***** ********Account Opps/Deals******** ********Closed Won • Jan 25**K $Closed
******** ****Worked in execs roles at *** together from 2021-2024***** *******Worked in the same department at *** together from 2021-2024
Raymond JamesDirector - Strategy & Planning (Private Client Group)Sep 23 - PresentRaymond James Investment ManagementDirector - Head of Client Segment Marketing/Marketing Strategy Jun 18- Sep 23Macquarie GroupChannel Marketing Manager - US RetailJun 11- Jun 18
Lindsay MorrisSr Content StrategistView Profile, Lindsay MorrisGregory SmithPolicy AnalystView Profile, Gregory SmithMichael J ArmentaDirector Of StrategyView Profile, Michael J Armenta