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
Raymond JamesSenior Investment Portfolio Analyst Aug 23 - PresentFamily OfficeFinancial ConsultantSep 16- Aug 23Merrill LynchFinancial AdvisorJan 12- Jul 16
Conor MullinsSenior Associate Financial ServicesView Profile, Conor MullinsTopher MitchellPrincipal Value Realization XM InstituteView Profile, Topher MitchellTed WiensSenior Financial AnalystView Profile, Ted Wiens