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
Equip SuperFinancial Planner and Relationship ManagerMar 17 - PresentStateplusCertified Financial PlannerNov 15- Mar 17Midwinter Financial ServicesParaplannerJun 11- Jan 12
Dale RaefskiFinance ManagerView Profile, dale raefskiPaz KantorAssociateView Profile, paz kantorEdward AshurstPartner Financial Officers PracticeView Profile, edward ashurst