Account Type******* ********Account Owner*** ********Account Opps/Deals*** ******Closed Won • Nov 24****K $Closed
******* *****Worked in execs roles at *** together from 2021-2024*** ******Worked in the same department at *** together from 2021-2024
Vestia Personal Wealth AdvisorsCertified Financial PlannerJan 18 - PresentLarson FinancialCertified Financial Planner™Sep 09- Dec 18
Julius WilliamsSenior Portfolio ManagerView Profile, julius williamsMeena Veeramalla FccaFinance Lead Project LeadView Profile, meena veeramalla fccaDavid RoyPrincipal Economic And Valuation ServicesView Profile, david roy