Account Type***** ****Account Owner******* *******Account Opps/Deals*** *****Closed Won • Nov 24****K $Closed
*** ****Worked in execs roles at *** together from 2021-2024******** *****Worked in the same department at *** together from 2021-2024
ConcurrentDirector of Retirement Plan ServicesMay 23 - PresentCommonwealth Financial NetworkRetirement Sales ConsultantOct 14- Oct 18Independent Benefit ServicesDirector of InvestmentsFeb 10- Oct 14
Dante MossAssociate Financial AdvisorView Profile, dante mossCraig GrahamProperty AccountantView Profile, craig grahamJaylen AmakerAssociateView Profile, jaylen amaker