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
Raymond JamesDirectorSep 22 - PresentBairdDirector of Private Wealth Management, Associate Financial AdvisorMay 12- Sep 22DeloitteBusiness Risk ConsultantJun 11- May 12
Christina GrigorSenior Specialist Field Marketing EMEA Growth MarketsView Profile, christina grigorSharon Tang CepHead Of Propositions Wealth Management MarketingView Profile, sharon tang cep®Alicia BellDirector Of MarketingView Profile, alicia bell