Account Type**** ***Account Owner***** *****Account Opps/Deals******* ****Closed Won • Jan 25**K $Closed
******* *****Worked in execs roles at *** together from 2021-2024****** ****Worked in the same department at *** together from 2021-2024
Momentum Financial PlanningChief Executive OfficerJan 25 - PresentMomentum InvestmentsHead: Digital TransformationJul 18- Jan 25MomentumHead: Wealth Management Momentum Finanacial PlanningJan 17- Jun 18
Debbie KingCEO And FounderView Profile, Debbie KingJohn BarksdaleVP Lead Control Management OfficerView Profile, John BarksdaleJason GherardiniSenior Vice President ITView Profile, Jason Gherardini