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
Westhollow Wealth ManagementChief Administrative OfficerNov 24 - PresentCarson WealthClient Service AssociateOct 22- Nov 24Turnkey Planning SolutionsParaplannerDec 18- Mar 20
Peter FanteChief Administrative OfficerView Profile, Peter FanteMegan Salmon GardellChief Nursing OfficerView Profile, Megan Salmon GardellFrank LeeChief Administrative OfficerView Profile, Frank Lee