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
Knight Strategic WealthRetirement SpecialistApr 21 - PresentCiti HabitatsLicensed Real Estate SalespersonJan 17 - PresentComcastXfinity Sales AssociateAug 17- Nov 17
Jerome OrtAssistant ControllerView Profile, jerome ortRobert SollazzoSenior Associate Wealth PlannerView Profile, robert sollazzoMike BertramAssociateView Profile, mike bertram