Account Type***** ***Account Owner****** ***Account Opps/Deals*** ******Closed Won • Apr 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