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
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
Steve HughesPresidentView Profile, Steve HughesCaroline MikhailDirector Advisory ServicesView Profile, Caroline MikhailEnrique LeosEstimatorView Profile, Enrique Leos