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
Prior Wealth PlanningAdministrative AssistantFeb 22 - PresentWealthplan Financial GroupClient Services ManagerSep 76- Jan 23
Tarek Mohamed MassoudAssociate Medical ManagerView Profile, Tarek Mohamed MassoudTara SwihartRegistered NurseView Profile, Tara SwihartAndrew LongAssociateView Profile, Andrew Long