Account Type*** ******Account Owner***** ***Account Opps/Deals*** *******Closed Won • Aug 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
Evelyn LewisFinance GPO AdministratorView Profile, evelyn lewisMeagan GreenImplementation Accounting SpecialistView Profile, meagan greenMary Glenda TolentinoAccounting Advisory SupervisorView Profile, mary glenda tolentino