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
Financial Management NetworkCertified Financial Planner®Jan 98 - PresentNew England Financial A Metlife CompanyFinancial Services RepresentativeJan 95- Jan 97Bank Of AmericaFinancial Services RepresentativeJan 92- Jan 95
Chris SpencerControllerView Profile, Chris SpencerBrandon LebowEquity Capital Markets Associate Investment BankingView Profile, Brandon LebowTed SullivanDirector Software Investment BankingView Profile, Ted Sullivan