Account Type******* *****Account Owner******** ******Account Opps/Deals****** ****Closed Won • Feb 25****K $Closed
**** *****Worked in execs roles at *** together from 2021-2024***** ***Worked in the same department at *** together from 2021-2024
Guggenheim PartnersRegional Vice PresidentJan 12 - PresentRydex InvestmentsWealth Management AssociateFeb 11- Jan 12Morgan StanleyRegistered Associate, Corporate Client GroupJan 06- Jan 11
Greg RudisillSVP Strategic PartnershipsView Profile, Greg RudisillSherri SylvesterSVP Head Of Retail Platform Business ManagementView Profile, Sherri SylvesterJim NowakRegional Vice PresidentView Profile, Jim Nowak