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
Ep Wealth AdvisorsPortfolio ManagerApr 19 - PresentBel Air Investment AdvisorsTrader and Portfolio Administration/ImplementationJun 15- Sep 18Kayne Anderson RudnickInvestment Advisor AssociateMay 14- Jun 15
Lafarr TammyFinance ManagerView Profile, lafarr tammyJay FooteFinancial Planning And Analysis ManagerView Profile, jay footeDor DanoshFin Ops Team LeaderView Profile, dor danosh