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
CaptrustVice President, Financial AdvisorJan 21 - PresentFidelity InvestmentsVP Financial ConsultantJul 05- Feb 20E Trade From Morgan StanleyFinancial Services RepresentativeMay 04- Jun 05
Jakson PetersChief Financial OfficerView Profile, jakson petersAmy FarrarSenior Vice President Fiduciary Counsel Trust Wealth AdvisorView Profile, amy farrarZiv ManorTax Managing PartnerView Profile, ziv manor