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
Viridian Financial GroupParaplannerJul 19 - PresentBtParaplannerSep 16 - PresentWestpacPlanner AssistantJan 07 - Present
Daniel MogollonContador GeneralView Profile, daniel mogollónSam RookeCash Flow ProView Profile, sam rookeRylee PoeppelmanAssociate Personal Lines UnderwriterView Profile, rylee poeppelman