Account Type**** *******Account Owner**** *******Account Opps/Deals**** ***Closed Won • Oct 24***K $Closed
***** ***Worked in execs roles at *** together from 2021-2024*** ***Worked in the same department at *** together from 2021-2024
Ascendant Financial IncInfinite Banking AdvisorJan 24 - PresentLatitude Wealth ManagementLatitude Wealth ManagementJan 20- Jan 24SprizaConsultantJan 13- May 15
Scott GuoInvestment And Leasing OfficerView Profile, scott guoPaulette Odom JamesTreasury ServiceView Profile, paulette odom-jamesChloe LemarieEquity Research European A DView Profile, chloe lemarie