Account Type******* *******Account Owner****** ****Account Opps/Deals******** ***Closed Won • Mar 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