Account Type***** ********Account Owner***** ******Account Opps/Deals***** *****Closed Won • Nov 24****K $Closed
***** *****Worked in execs roles at *** together from 2021-2024****** *******Worked in the same department at *** together from 2021-2024
CaptrustVice President Financial AdvisorNov 20 - PresentFidelity InvestmentsFinancial ConsultantJun 13- Mar 18Keller Williams Realty IncBroker AssociateJan 06- Jan 09
Joshua IsleyVice President Financial AdvisorView Profile, joshua isleyJeff MurphySenior Vice President Corporate Finance And DevelopmentView Profile, jeff murphyTamara MacdonaldVice President Of Investment Risk Management Asset ManagementView Profile, tamara macdonald