Account Type******** *****Account Owner***** ******Account Opps/Deals**** ****Closed Won • Dec 24***K $Closed
******** *****Worked in execs roles at *** together from 2021-2024******** ********Worked in the same department at *** together from 2021-2024
Dew Wealth ManagementSenior AdvisorJun 21 - PresentHusami AssociatesWealth Management AssociateDec 15- Jun 21Deutsche BankPortfolio Accounting AnalystNov 14- Dec 15
James HicksManaging DirectorView Profile, james hicksRichard AustinB 2 B Practice LeadView Profile, richard austinJeffrey TaddeoBusiness AnalystView Profile, jeffrey taddeo