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
Momentum Financial PlanningChief Executive OfficerJan 25 - PresentMomentum InvestmentsHead: Digital TransformationJul 18- Jan 25MomentumHead: Wealth Management Momentum Finanacial PlanningJan 17- Jun 18