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
B Riley Wealth ManagementInvestment Advisor RepresentativeJul 22 - PresentOppenheimerfundsVP-Portfolio ManagerJan 01- Jan 12