Account Type***** ********Account Owner******** ******Account Opps/Deals******** ********Closed Won • Mar 25***K $Closed
******** ******Worked in execs roles at *** together from 2021-2024******* ***Worked in the same department at *** together from 2021-2024
Advisors Asset Management IncVice President, Structured Product SalesMay 21 - PresentD A Davidson CompaniesSenior Vice President, Institutional SalesNov 13- Apr 20Huntington National BankSr Vice President & Managing Director, Institutional SalesFeb 01- Oct 13