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
Parkside Advisors LlcAssociate, AdvisorDec 23 - PresentSummit Financial Group LlcFinancial Services InternJun 22- Aug 22
Marvin StephensChannel Sales Rep II Mid Atlantic RegionView Profile, Marvin StephensMegan LambInside Sales RepresentativeView Profile, Megan LambCheyanne LafranceField Advisory Board MemberView Profile, Cheyanne Lafrance