Account Type******* *****Account Owner***** ******Account Opps/Deals******* *******Closed Won • Nov 24***K $Closed
******** *******Worked in execs roles at *** together from 2021-2024***** ******Worked in the same department at *** together from 2021-2024
Parkside Advisors LlcFinancial Planning AssociateDec 23 - PresentEpattTutor CoordinatorSep 22- May 23Summit Financial Group LlcFinancial Services InternJun 22- Aug 22
Vanja SusnjaSenior AccountantView Profile, vanja susnjaTyler HarringtonProject AccountantView Profile, tyler harringtonMichael WongFinancial AdvisorView Profile, michael wong