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
Phillips Financial Management LlcInvestment Adviser RepresentativeFeb 22 - PresentVestia Personal Wealth AdvisorsPartner, Chief Investment OfficerJan 18- Feb 22Larson FinancialFinancial AdvisorJul 09- Dec 17
Orysia StryzakFinancial ConsultantView Profile, orysia stryzakBen KochAssociateView Profile, ben kochTerrie Lee MorrisInvestor Relations Coordinator For GVP Head Of Investor RelationsView Profile, terrie lee morris