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
Investors ResourceAdvisor and Principal at Investors ResourceJul 23 - PresentRfg AdvisoryIndependent Financial AdvisorNov 20 - PresentStrategic Financial PartnersFinancial Advisor, VP of Sales at Pittman Financial PartnersFeb 08- Nov 20
Marco Ivan OchoaGamification LeadView Profile, marco iván ochoaStephen ShawPrincipalView Profile, stephen shawMark PetersonSpecial Project ConsultantView Profile, mark peterson