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
Wealth EnhancementGrowth & Practice ConsultantMar 25 - PresentHoward Bailey Financial IncSenior Wealth Advisor / Sales ManagerJun 23- Dec 23Planning AlternativesSenior Wealth Manager / Team LeaderFeb 21- May 23
Lee AdamesLocal Business ManagerView Profile, Lee AdamesAriel WolfeBusiness Development SpecialistView Profile, Ariel WolfeKelli BeardBusiness ManagerView Profile, Kelli Beard