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
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
Merav ShefferRisk ManagerView Profile, Merav ShefferTodd LoweryDirector Investment Readiness And FinanceView Profile, Todd LoweryGeorge SheehanFinancial Analysis ManagerView Profile, George Sheehan