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
Buckingham Strategic WealthAssociate Wealth AdvisorOct 23 - PresentRfg AdvisoryRegistered Client AssociateJun 21- Oct 23MonetaClient Service ManagerAug 17- Jun 21
Brandon YengInvestment Performance AssociateView Profile, brandon yengDeclan WaspSenior Associate Capital MarketsView Profile, declan waspEric JohnsonAssociateView Profile, eric johnson