Account Type***** *******Account Owner******** ***Account Opps/Deals***** ****Closed Won • Feb 25***K $Closed
****** ***Worked in execs roles at *** together from 2021-2024******** ****Worked in the same department at *** together from 2021-2024
Veritas Wealth ManagementFinancial Planner/OwnerJan 15 - PresentRamsey SolutionsDave Ramsey SmartVestor ProJul 14 - PresentPlanmember Financial CorporationRegistered Representative/Financial PlannerJan 08 - Present
Andrew JacobsAssociateView Profile, Andrew JacobsChifong DongInvestment ProfessionalView Profile, Chifong DongFransky SoalahyInterpreteView Profile, Fransky Soalahy