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
Raymond JamesSenior Vice President - Wealth Management, Branch ManagerMay 06 - PresentPiper JaffrayVice PresidentOct 00- May 06
Richard Mcgeary CfoChairman Of The BoardView Profile, richard mcgeary - cfoEva TrobosesGlobal Summits ExecutiveView Profile, eva trobosesAdam GroomCo Founder And Managing MemberView Profile, adam groom