Account Type******* ********Account Owner****** ********Account Opps/Deals******* *****Closed Won • Feb 25****K $Closed
*** *****Worked in execs roles at *** together from 2021-2024*** *******Worked in the same department at *** together from 2021-2024
StriverFounder & CEOJul 19 - PresentColonial First StateHead of Commonwealth Financial Planning PathwaysMay 07- Oct 11Commonwealth BankNational Sales ManagerSep 05- May 07
Brad W PlayfordChairman Of BoardView Profile, Brad W PlayfordJosh McclanahanCo Founder CEOView Profile, Josh McclanahanDanny ZaslavskyPresident Co FounderView Profile, Danny Zaslavsky