Account Type*** *******Account Owner**** ***Account Opps/Deals*** *****Closed Won • Jan 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
Diedria PrestonFinancial ControllerView Profile, Diedria PrestonJill BarsbyDirector Of FP AView Profile, Jill BarsbyAndrew ZamanskyDirector Of Financial Planning And AnalysisView Profile, Andrew Zamansky