Account Type**** *****Account Owner***** ********Account Opps/Deals******* *******Closed Won • Jan 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
Rebecca MakelySenior Manager Outsourced Accounting Advisory ServicesView Profile, Rebecca MakelyAaron MaxeyDirector Financial Planning ConsultantsView Profile, Aaron MaxeyJames Devlin Acma CgmaGroup Finance DirectorView Profile, James Devlin Acma Cgma