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
Main Street Securities LlcChief Executive OfficerMay 24 - PresentBny WealthSenior Portfolio OfficerApr 06- Apr 11National City BankRegional Sales ManagerAug 04- Apr 06
Javier BrotonsGeneral ManagerView Profile, Javier BrotonsJames BrMDView Profile, James BrPhil MorseManagerView Profile, Phil Morse