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
Buckingham Wealth PartnersClient Development & Cashiering Summer AssociateMay 23- Aug 24Buckingham Strategic WealthWealth Management InternMay 22- Aug 22
Brian RayBusiness Execution ConsultantView Profile, Brian RayKarl Scheuer🏛 Projet VaubanView Profile, Karl ScheuerKeith MackenzieWriting And Editing ConsultantView Profile, Keith Mackenzie