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
Financial GravitySenior Family Office PartnerJun 19 - PresentTax Master NetworkBusiness Development ManagerJun 19- Sep 22Eckhoff Wealth Management LlcParaplannerMar 18- Jun 19
Amanda MongoldFounderView Profile, Amanda MongoldMorris SabbaghPresidentView Profile, Morris SabbaghAlec DavidsonVP Group Project SupervisorView Profile, Alec Davidson