Account Type******* ******Account Owner****** ***Account Opps/Deals***** *****Closed Won • Aug 24**K $Closed
*** ***Worked in execs roles at *** together from 2021-2024******** ******Worked in the same department at *** together from 2021-2024
Lt Wealth Management Partners Raymond James LtdPartner, Tax Planning | Financial AdvisorJun 21 - PresentCity Of RichmondMember of Economic Advisory CommitteeJan 18 - PresentRaymond James LtdAssociate Vice PresidentJun 12- May 21
Tony PickworthChief Financial OfficerView Profile, tony pickworthRichard GeeEquities Chief Risk OfficerView Profile, richard geeNatasha KaushalControllerView Profile, natasha kaushal