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
ThriventFinancial AdvisorMay 24 - PresentEquitable AdvisorsFinancial AdvisorSep 23- Apr 24Berkshire Hathaway Homeservices Michigan Real EstateREALTOR®Nov 22- Oct 23
James MacleodFinance DirectorView Profile, James MacleodRock FelderCo Founder CFOView Profile, Rock FelderBryan BricksonField Underwriter BrokerView Profile, Bryan Brickson