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
Timothy McguireSr Director Accounts Receivable Credit Risk Cash ApplicationsView Profile, Timothy McguireSteven BrowningManaging Director Private EquityView Profile, Steven BrowningAshley ClayborneVice President Of FinanceView Profile, Ashley Clayborne