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
Parkside Advisors LlcAssociate, AdvisorDec 23 - PresentSummit Financial Group LlcFinancial Services InternJun 22- Aug 22
Mauricio Ponce De LeonAccount Development RepresentativeView Profile, Mauricio Ponce De LeonJoshua ZiesigSales Development RepresentativeView Profile, Joshua ZiesigJay HerrSales ProfessionalView Profile, Jay Herr