Account Type******** *****Account Owner*** ********Account Opps/Deals**** ******Closed Won • Nov 24***K $Closed
******** ********Worked in execs roles at *** together from 2021-2024******** ***Worked in the same department at *** together from 2021-2024
Entrusted Wealth LlcCompany OwnerFeb 18 - PresentBaker Boyer BankPortfolio Operations ManagerMay 19 - PresentPacific Crest SecuritiesEquity ResearchSep 06- Mar 11
Adam HeatleyVice President Branch ManagerView Profile, adam heatleyKaleb DumotManaging Partner FounderView Profile, kaleb dumotSierra JohnsonExecutive ManagerView Profile, sierra johnson