Account Type***** ******Account Owner*** *****Account Opps/Deals***** ***Closed Won • Feb 25****K $Closed
**** *******Worked in execs roles at *** together from 2021-2024******** *******Worked in the same department at *** together from 2021-2024
Truist WealthRegistered Client Service Associate, Truist Investment Services, Inc.Sep 21 - PresentStephensManaging DirectorApr 11- Oct 19Cowen IncDirector Sales TraderJan 00- Jan 11
Nathan ReaSr Tech Support SpecialistView Profile, Nathan ReaMack ICustomer ServiceView Profile, Mack IJonathan ScottLead Customer Service RepresentativeView Profile, Jonathan Scott