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
S P GlobalEquity Research/Fixed Income Specialist - Global Markets IntelligenceAug 23 - PresentBakerhostetlerTrust Coordinator, Private WealthNov 22- Jul 23
Mike ThompsonFinance DirectorView Profile, Mike ThompsonMatt JonesWealth Advisor Schwab Wealth AdvisoryView Profile, Matt JonesBen BrooksFP A And GTM Finance ConsultantView Profile, Ben Brooks