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
Calamos Wealth ManagementSVP-Senior Wealth Advisor-Team LeadJan 22 - PresentE Trade From Morgan StanleyBranch ManagerOct 09- May 15BnyExternal Wholesaler-Regional Vice PresidentMar 04- Nov 08
Mike CramerKey Account ManagerView Profile, mike cramerJoe ClarkStrategic Account ManagerView Profile, joe clarkBarb DillonSales ManagerView Profile, barb dillon