Account Type******** ***Account Owner***** *******Account Opps/Deals***** ********Closed Won • Dec 24***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
Brian McgrathCFOView Profile, brian mcgrathJohan SellingInvestment ManagerView Profile, johan sellingRashad MerhiHead Of Finance OperationsView Profile, rashad merhi