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
Totus Wealth ManagementVice President, Financial PlannerOct 23 - PresentCapstone Financial LlcFinancial PlannerJun 19- Oct 23
Scott LoomisChief Financial OfficerView Profile, Scott LoomisYasmin RiveraSenior Director Financial Services Commercial And LoyaltyView Profile, Yasmin RiveraTod CraneChief Financial OfficerView Profile, Tod Crane