Account Type*** ***Account Owner****** ***Account Opps/Deals**** ****Closed Won • Oct 24****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
Megan OwenStrategy Planning DirectorView Profile, megan owenJeff HarlanDirector Strategic InitiativesView Profile, jeff harlanJessie TaftAssistant Director Of Strategic PartnershipsView Profile, jessie taft