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
Raymond JamesManaging DirectorDec 21 - PresentCitiWealth AdvisorMar 20- Dec 21Litvak CoManaging DirectorAug 19- Mar 20
Shannon BradleyVP Data Operations Platform Support Data ServicesView Profile, Shannon BradleyJuergen HenryVice President OperationsView Profile, Juergen HenryVictoria YuanVP OperationsView Profile, Victoria Yuan