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
Bull Harbor CapitalFinancial AdvisorNov 23 - PresentMoneco AdvisorsFinancial PlannerDec 21- Nov 23Barnum Financial GroupFinancial AdvisorAug 18- Dec 21
Natalie ShagnonAssociateView Profile, natalie shagnonTom BrightFinancial AnalystView Profile, tom brightDonald LiotineEquity Research AnalystView Profile, donald liotine