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
BoulaySenior Wealth Management AssociateJan 23 - PresentCreative Planning Business ServicesWealth Management InternMay 21- Aug 22Tommie Marketing ClubTreasurer/Director of OperationsDec 20- Jan 22
Rio TySenior FP A ManagerView Profile, Rio TyRechell InmenzoFinance ManagerView Profile, Rechell InmenzoAdam FruitbineDirector Capital MarketsView Profile, Adam Fruitbine