Account Type*** *******Account Owner**** *******Account Opps/Deals*** ******Closed Won • Dec 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
Sara VolkControllerView Profile, sara volkNoa PalterFinance OperationsView Profile, noa palterMary ZaracManager Finance Systems And AdministrationView Profile, mary zarac