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
Stifel Financial CorpFinancial Advisor - StifelOct 24 - PresentRaymond JamesFinancial AdvisorMar 23- Oct 24SpireTerritory Sales ManagerNov 19- Feb 23