Account Type******* ******Account Owner****** *******Account Opps/Deals*** ********Closed Won • Nov 24***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
Michael WeberManaging Director Head Of FinanceView Profile, michael weberKarolina BowlerExecutive Manager Office Of The CFOView Profile, karolina bowlerJames TurnerVice President Of Finance StrategyView Profile, james turner