Account Type****** ****Account Owner******* ***Account Opps/Deals******* *******Closed Won • Jun 24***K $Closed
***** ********Worked in execs roles at *** together from 2021-2024****** ******Worked in the same department at *** together from 2021-2024
M C Byrd Wealth ManagementFinancial ConsultantMay 16 - PresentThe 401 K ShopFinancial ConsultantMay 16 - Present
Shannon MurphyFinance AnalystView Profile, shannon murphyWyatt SwansonEquity Research AssociateView Profile, wyatt swansonDerrick FergusonAccounts Receivable SpecialistView Profile, derrick ferguson