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
Edward JonesRetired PartnerApr 13 - PresentBmo Nesbitt BurnsVice President Managing Director, Wealth SolutionsJan 07- Mar 13
Michael HalperinSenior Vice PresidentView Profile, michael halperinAidan Hobson SayersChief Technology OfficerView Profile, aidan hobson sayersRon JaramilloDirector Technology And Business DevelopmentView Profile, ron jaramillo