Account Type****** *****Account Owner******* ******Account Opps/Deals****** *****Closed Won • Oct 24***K $Closed
****** ***Worked in execs roles at *** together from 2021-2024****** *****Worked in the same department at *** together from 2021-2024
Stoneford AdvisorsWealth & Investment AdvisorSep 23 - PresentGuncheon Financial LlcWealth Advisor and Portfolio ManagerSep 23- Feb 24Nicollet Investment ManagementSenior Managing DirectorDec 20- Aug 23
Robert BrownIndependent Branch Leader Financial ConsultantView Profile, robert brownJoud AyeshExternal AuditorView Profile, joud ayeshKamerick RampersadFinancial Advisor And Investment Advisory RepresentativeView Profile, kamerick rampersad