Account Type******** ***Account Owner**** ********Account Opps/Deals******* *******Closed Won • Feb 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 - PresentCitiFinancial AdvisorOct 13- Dec 21Wells Fargo AdvisorsFinancial AdvisorFeb 12- Nov 13
David RogersGroup Vice PresidentView Profile, David RogersErika MelmedChief Operations OfficerView Profile, Erika MelmedTerry WitmerVice President OperationsView Profile, Terry Witmer