Account Type****** ********Account Owner**** *****Account Opps/Deals*** ****Closed Won • Dec 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
Jan M HerbstManager FinanceView Profile, jan m. herbstSam HuntDirector Corporate FinanceView Profile, sam huntRobert MuehlbachDirector Finance Systems TechnologyView Profile, robert muehlbach