Account Type*** *******Account Owner**** ******Account Opps/Deals**** *****Closed Won • Aug 24****K $Closed
****** ******Worked in execs roles at *** together from 2021-2024****** ***Worked in the same department at *** together from 2021-2024
Calamos Wealth ManagementSVP-Senior Wealth Advisor-Team LeadJan 22 - PresentE Trade From Morgan StanleyBranch ManagerOct 09- May 15UbsFinancial AdvisorApr 97- Feb 04
Richard CrenshawCommercial And Residential Sales ManagerView Profile, richard crenshawChristian SchenkelDistrict Sales Manager Major Market SalesView Profile, christian schenkelEttore RefaldiSales ManagerView Profile, ettore refaldi