Account Type***** ********Account Owner******* ****Account Opps/Deals***** *******Closed Won • Aug 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
Jen DouglasChief Financial OfficerView Profile, jen douglasBrian SchniedersChief Financial OfficerView Profile, brian schniedersJoe HammerChief Investing OfficerView Profile, joe hammer