Account Type*** *****Account Owner**** *******Account Opps/Deals**** ******Closed Won • Aug 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
Marc HoSenior Equity Market Risk ManagerView Profile, marc hoChris ClearmanFounder CEOView Profile, chris clearmanEriko Honda She HerJP Insights Lead Global Insights StrategyView Profile, eriko honda she her