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
Edward JonesDirector - Capital Markets and Operations ComplianceNov 15 - PresentSterne AgeeChief Compliance OfficerApr 05- Nov 15Rbc Wealth ManagementVice President - Operations ManagerFeb 99- Sep 04
Emma KallqvistHead Of ConsolidationView Profile, Emma KallqvistBrielle HamletMortgage Loan OfficerView Profile, Brielle HamletKyle MaHead Of Finance And OperationsView Profile, Kyle Ma