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
Houlihan LokeyVice PresidentDec 23 - Present7 Mile AdvisorsVice PresidentJan 19- Dec 23Willingdon Wealth Management Has Merged W Exencial Wealth Advisors June 2020Research AnalystSep 15- Sep 18
Gary R WilsonVice President Lead Contol Management OfficerView Profile, Gary R WilsonKelsey WaddellRegional Vice President Higher EducationView Profile, Kelsey WaddellThomas MillerPresidentView Profile, Thomas Miller