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
Profit First Professionals Its Your Business Shouldnt Your Profit Come FirstCertified Profit First ProfessionalOct 18 - PresentBlack Star WealthOne Number Solution and One Number for Business SpecialistFeb 17- Feb 19Great West LifeRegional Manager, InvestmentsDec 98- Jun 12
Luka GuboCapital Markets DirectorView Profile, Luka GuboStephen MillerFinancial AdvisorView Profile, Stephen MillerGloria TsaiAssociateView Profile, Gloria Tsai