Account Type****** ******Account Owner****** *******Account Opps/Deals******** ********Closed Won • Oct 24***K $Closed
**** ******Worked in execs roles at *** together from 2021-2024******* *******Worked in the same department at *** together from 2021-2024
Janney Montgomery Scott LlcFirst Vice President / Financial Advisor at West Chester Wealth AdvisorsMay 09 - PresentMerrill LynchVice President, InvestmentsJan 01- Jan 09
Andrew HabermanPartnerView Profile, andrew habermanJohn SchisselEVP CFOView Profile, john schisselArunas ZilysChief Financial OfficerView Profile, arūnas žilys