Account Type***** *******Account Owner**** ***Account Opps/Deals****** *****Closed Won • Nov 24**K $Closed
****** ****Worked in execs roles at *** together from 2021-2024******** ******Worked in the same department at *** together from 2021-2024
Interactive BrokersInstitutional Sales - RIA/Hedge Fund/Asset ManagerJan 20 - PresentHowe Rusling Wealth ManagementDirector of EquitiesJan 17- Jan 20Wescott Financial Advisory Group LlcChief Investment Officer - OCIOJan 16- Jan 17
Tanya SmithSr Strategic Account ManagerView Profile, tanya smithLarry BabbEnterprise Account ExecutiveView Profile, larry babbSean MarkleyAccount ExecutiveView Profile, sean markley