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
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
Florencia Castro PenaAccounting LeadView Profile, Florencia Castro PenaReed DavisSenior Wealth AdvisorView Profile, Reed DavisJeremy ZacksPrincipal Financial AnalystView Profile, Jeremy Zacks