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
Jordan LongGeneral ManagerView Profile, Jordan LongTracy CoulterRegional Operations DirectorView Profile, Tracy CoulterMitsuteru AkiyamaGeneral ManagerView Profile, Mitsuteru Akiyama