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