Account Type******** ****Account Owner**** ****Account Opps/Deals**** *****Closed Won • Mar 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