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
Lpl FinancialFinancial AdvisorJun 24 - PresentJanney Montgomery Scott LlcAccount Executive / Financial AdvisorAug 12- Jun 24UbsFinancial AdvisorDec 06- Aug 12
Maria HamiltonStaff AccountantView Profile, Maria HamiltonCallum BirdFinance ManagerView Profile, Callum BirdPatrick RougeuxDirector Corporate FinanceView Profile, Patrick Rougeux