Account Type******* ******Account Owner******* ******Account Opps/Deals******** ***Closed Won • Mar 25****K $Closed
******* ******Worked in execs roles at *** together from 2021-2024**** ****Worked in the same department at *** together from 2021-2024
Totus Wealth ManagementVice President, Financial PlannerOct 23 - PresentCapstone Financial LlcFinancial PlannerJun 19- Oct 23