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
Dpl Financial PartnersRIA Consultant Jan 19 - PresentAxa Advisors LlcFinancial ProfessionalMay 14- Jul 17