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
MpersInvestment AnalystJan 23 - PresentBuild Asset ManagementInternal WholesalerDec 20- Dec 22Waddell ReedParaplannerJul 16- Aug 19
Austin ByrdAssociateView Profile, Austin ByrdBrantley GriffinUnderwriterView Profile, Brantley GriffinYael SidonGroup CFOView Profile, Yael Sidon