Account Type******* ***Account Owner****** ******Account Opps/Deals****** *******Closed Won • Dec 24****K $Closed
*** ****Worked in execs roles at *** together from 2021-2024*** *****Worked in the same department at *** together from 2021-2024
Parkside Advisors LlcAssociate, AdvisorDec 23 - PresentSummit Financial Group LlcFinancial Services InternJun 22- Aug 22
Sara CusterSales RepresentativeView Profile, sara custerKevin Palacios PizanoJunior Account ExecutiveView Profile, kevin palacios pizanoTracy JonesSales AssociateView Profile, tracy jones