Account Type******* *****Account Owner**** ***Account Opps/Deals**** ***Closed Won • Oct 24***K $Closed
***** ******Worked in execs roles at *** together from 2021-2024******** *******Worked in the same department at *** together from 2021-2024
Asset StrategySenior ConsultantSep 24 - PresentRichardson Financial Services LimitedSenior Financial AdvisorApr 15- Jun 22Feg Investment AdvisorsVice PresidentApr 10- Mar 15
Stephen SwartzSenior ConsultantView Profile, stephen swartzSandro CaravaSenior ConsultantView Profile, sandro caravàJake WeaverlingSenior ConsultantView Profile, jake weaverling