Account Type******* ******Account Owner*** ********Account Opps/Deals****** ***Closed Won • Mar 25****K $Closed
*** ****Worked in execs roles at *** together from 2021-2024*** *******Worked in the same department at *** together from 2021-2024
Flower City AdvisoryManaging PartnerMar 19 - PresentVision Financial GroupWealth Management AdvisorMar 17 - PresentThe Pinnacle GroupSales Vice PresidentOct 15 - Present
Reese BrewerBusiness Development ManagerView Profile, Reese BrewerRod KurtzEntrepreneur In ResidenceView Profile, Rod KurtzDiana RosasBusiness ManagerView Profile, Diana Rosas