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
Raymond JamesSenior Vice President - Wealth Management, Branch ManagerMay 06 - PresentPiper JaffrayVice PresidentOct 00- May 06
Brian DaviesManaging PartnerView Profile, Brian DaviesRichard HamiltonCo Founder CMOView Profile, Richard HamiltonRob HowardChief Executive OfficerView Profile, Rob Howard