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
Hightower AdvisorsDirector Of OperationsAug 17 - PresentSalientAnalyst-Wealth And Retail OperationsAug 14- Jan 17Caz InvestmentsAccount AdministratorJan 13- Aug 14
Ted BeasleyGeneral ManagerView Profile, Ted BeasleyStephen KrawchukSenior Managing DirectorView Profile, Stephen KrawchukJoel ChanDirector Of OperationsView Profile, Joel Chan