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
Cambridge Investment Research IncFinancial AdvisorFeb 25 - PresentWealthplan Financial GroupBranch OperationsMar 22 - PresentOn 24Sales DevelopmentJul 21- Feb 22
John RodriguezPrivate Equity AssociateView Profile, John RodriguezCindey VAccounts Receivable ManagerView Profile, Cindey VJeff RichardsonBilling And Collections ManagerView Profile, Jeff Richardson