Account Type******** *****Account Owner**** ****Account Opps/Deals****** ***Closed Won • Jan 25**K $Closed
*** ****Worked in execs roles at *** together from 2021-2024******** ******Worked in the same department at *** together from 2021-2024
Edward JonesFinancial AdvisorJul 24 - PresentIc SummitsPresident, Co-FounderMay 15- Dec 20Markets GroupHead of Global Hedge Fund CoverageFeb 11- Apr 15
Nora McneilSun Life FinancialView Profile, Nora McneilJimmy HaoPortfolio ManagerView Profile, Jimmy HaoJon MetzgarInvestment AssociateView Profile, Jon Metzgar