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
Kayne Anderson RudnickSenior Wealth AdvisorApr 16 - PresentCitiVice PresidentAug 14- Feb 16Barclays Wealth ManagementPrivate Wealth AdvisorAug 10- Aug 11
Rebecca PayneSenior Finance ManagerView Profile, Rebecca PayneJonna RenkenAudit SeniorView Profile, Jonna RenkenTraci RossSenior Account Manager Commercial Insurance At Marsh Mc Lennan AgencyView Profile, Traci Ross