Account Type*** *****Account Owner******* ****Account Opps/Deals****** ******Closed Won • Jan 25****K $Closed
**** ******Worked in execs roles at *** together from 2021-2024*** ***Worked in the same department at *** together from 2021-2024
Phillips Financial Management LlcInvestment Adviser RepresentativeFeb 22 - PresentVestia Personal Wealth AdvisorsPartner, Chief Investment OfficerJan 18- Feb 22Larson FinancialFinancial AdvisorJul 09- Dec 17
Colleen MchughTax DirectorView Profile, Colleen MchughBill SwainCFOView Profile, Bill SwainBrad KirbyDirector Of FinanceView Profile, Brad Kirby