Account Type**** ********Account Owner**** ******Account Opps/Deals*** *****Closed Won • Oct 24****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
Jon NelsonChief Financial OfficerView Profile, jon nelsonGianfranco MinelliChief Financial OfficerView Profile, gianfranco minelliRobert AthasChief Financial OfficerView Profile, robert athas