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
TruistTrade AdvisorNov 22 - PresentMufg Union Bank N ACompliance AnalystApr 22- Jun 23TruistTrade Advisory AnalystOct 20- Apr 22
James HoweInvestment AssociateView Profile, James HoweJim LInvestorView Profile, Jim LShane LavoieManager Corporate FinanceView Profile, Shane Lavoie