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
Fourfront Wealth ManagementManaging Director, Financial PlannerSep 22 - PresentFourfront GroupPartner, Financial Planner, Retirement Planning SpecialistJan 16- Sep 22