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
William BlairManaging Director, Wealth AdvisorMay 24 - PresentRaymond JamesPrivate Wealth Advisor Jul 18- May 24Axa Advisors LlcFinancial ProfessionalFeb 14- Jul 15
Lara LopezSmall Business OwnerView Profile, lara lopezChris BarsoumVice PresidentView Profile, chris barsoumStephen BradleyFounderView Profile, stephen bradley