Account Type**** *****Account Owner**** *******Account Opps/Deals****** ****Closed Won • Oct 24****K $Closed
****** ****Worked in execs roles at *** together from 2021-2024******* ********Worked in the same department at *** together from 2021-2024
Smart Wealth Strategies IncManaging DirectorJan 12 - PresentBrookstone Capital ManagementInvestment Advisor RepresentativeJul 16 - Present
Mike BaileyProject ManagerView Profile, mike baileyAngel WatkinsHuman Assisted Performance Management LeaderView Profile, angel watkinsBen NewManaging DirectorView Profile, ben new