Account Type***** ******Account Owner****** ********Account Opps/Deals******** ***Closed Won • Nov 24**K $Closed
****** ********Worked in execs roles at *** together from 2021-2024*** ******Worked in the same department at *** together from 2021-2024
SwbcManaging Director, Portfolio Manager, Trader Dec 20 - PresentAdvisors Asset Management IncSenior Vice President, Senior Portfolio Manager, TraderMay 13- Jun 14Claymore SecuritiesManaging Director, Portfolio Manager, Trader Nov 03- Jul 06
Fred SloanSenior Vice President Financial AdvisorView Profile, fred sloanEinat ZyskindVP FinanceView Profile, einat zyskindBritton RussellChief Financial OfficerView Profile, britton russell