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
Wells FargoSenior Securities Operations Representative Apr 23- Aug 24IceReference Data AnalystSep 19- Mar 23Bulls Bears Investment ClubInternship ProgramDec 18- Jul 19
Collin KeatingUnderwriterView Profile, Collin KeatingChad TerryInvestment CounselorView Profile, Chad TerryWesley SiebertFinancial Representative Principal Securities Registered Representative Financial AdvisorView Profile, Wesley Siebert