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
Ep Wealth AdvisorsPortfolio ManagerApr 19 - PresentBel Air Investment AdvisorsTrader and Portfolio Administration/ImplementationJun 15- Sep 18Kayne Anderson RudnickInvestment Advisor AssociateMay 14- Jun 15
Cooper HaywoodFinancial AnalystView Profile, Cooper HaywoodMohammad RahmanInvestment Banking AssociateView Profile, Mohammad RahmanEvan ShieldsControllerView Profile, Evan Shields