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
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
Miles RosenthalAccount Executive SMB SalesView Profile, miles rosenthalJake DiehlAccount Executive At DelineaView Profile, jake diehlJd JorgensenStrategic Enterprise Sales Media EntertainmentView Profile, jd jorgensen