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
Xtreme 1 Financial CoachingPersonal Finance ConsultantJul 24- Oct 24Garner HealthEvent Marketing ManagerJan 24- Oct 24Sword HealthEvent Marketing ManagerJan 21- Jan 24
John LeePrivate Banking AdvisorView Profile, john leeLeslie HoppSenior Commissions Analyst FP AView Profile, leslie hoppDavid HarrisPartner FS BankingView Profile, david harris