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
Raymond JamesIncoming Investment Banking AnalystMay 24 - PresentTrispanPrivate Equity Summer InternMay 23- Aug 23ChurnzeroSummer InternJun 22- Aug 22
Kelly WalkerFP A ManagerView Profile, Kelly WalkerDexter LyonsIssachar Fund Manager LIONXView Profile, Dexter LyonsHannah Gaglio Emba Qka ArpcInternal Wholesaler Financial Advisors HCM ChannelView Profile, Hannah Gaglio Emba Qka Arpc