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
AristotleAssistant Vice PresidentJul 20 - PresentAlex Brown Raymond JamesRegistered Client Service AssociateJun 17- Jun 20Summit FinancialAssociate Financial PlannerAug 16- Apr 17
Nathan EllisonDirector Business Technology Engineering Platform Services SVPView Profile, nathan ellisonJames TanVice President And Chief Information OfficerView Profile, james tanTimo BesenreutherChief Technology Officer CTOView Profile, timo besenreuther