Account Type***** *******Account Owner******** *****Account Opps/Deals****** *****Closed Won • Jan 25***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
William HammerIncoming Investment Banking AnalystView Profile, William HammerAmy RichardsUltra High Net Worth Underwriting AssociateView Profile, Amy RichardsMor ShimonDirector Of AccountingView Profile, Mor Shimon