Account Type******* ********Account Owner****** ******Account Opps/Deals*** *****Closed Won • Jan 25***K $Closed
*** ******Worked in execs roles at *** together from 2021-2024***** ******Worked in the same department at *** together from 2021-2024
Ep Wealth AdvisorsWealth AdvisorDec 20 - PresentCapstone Colorado A Massmutual FirmFinancial AdvisorApr 18- Dec 20BnyRegional Vice PresidentJan 15- Mar 18
Shelbi GonzalesFinance Controller INSPIRE PortfolioView Profile, Shelbi GonzalesGreg BullMgr Financial Planning AnalysisView Profile, Greg BullWilliam GenesenInvestorView Profile, William Genesen