Account Type*** ***Account Owner**** *******Account Opps/Deals***** ********Closed Won • Nov 24**K $Closed
*** *****Worked in execs roles at *** together from 2021-2024**** *******Worked in the same department at *** together from 2021-2024
Wells Fargo AdvisorsClient AssociateJan 24 - PresentStifel Financial CorpProduct Relationship SpecialistAug 22- Aug 23Seventy 2 Capital Wealth ManagementPrivate Wealth Management InternJan 21- Jun 21
Danielle NurseEnterprise Support AnalystView Profile, danielle nurseGrace BarksdaleService AssociateView Profile, grace barksdaleArturo NautClient Services ManagerView Profile, arturo naut