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
CaptrustPrincipal | Financial AdvisorMay 21 - PresentU S Navy ReserveOperations OfficerAug 00- Dec 11Raymond James Associates IncFinancial AdvisorJun 05- Mar 07
Beverly GaudetDirector Of Finance ControllerView Profile, beverly gaudetHerman NgInvestorView Profile, herman ngMaggie BarbourAssociateView Profile, maggie barbour