Account Type******* ******Account Owner**** ***Account Opps/Deals***** *****Closed Won • Dec 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
Emma ButlerAnalysis And Planning ManagerView Profile, emma butlerAtlus ZhangFIRST Senior MentorView Profile, atlus zhangAlexus KwokInvestigator And Online Business OwnerView Profile, alexus kwok