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
Rlj Wealth ManagementFinancial Advisor, AIF®, AWMA®, CRC® Sep 10 - PresentEdward JonesFinancial AdvisorApr 07- Sep 10Wells FargoFinancial SpecialistSep 99- Apr 07
Lior ShemeshCFOView Profile, lior shemeshSophie Cartwright BainInvestment DirectorView Profile, sophie cartwright-bainAaron BarfootChief Financial OfficerView Profile, aaron barfoot