Account Type******* *****Account Owner******* ********Account Opps/Deals**** *******Closed Won • Jan 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
Michael GreenOwnerView Profile, Michael GreenJoe FracassoProgram ManagerView Profile, Joe FracassoDana StephensonCo Founder CEOView Profile, Dana Stephenson