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