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
Kestra FinancialVice PresidentSep 15 - PresentWealthpartnersWealth Management AnalystNov 14- Aug 15The Farese GroupFinancial Planning AssociateJul 13- Oct 14
Oliver SangsterVice President Managing ConsultantView Profile, Oliver SangsterPaul ManganoMember Board Of DirectorsView Profile, Paul ManganoJason FernandezVP Investments And StrategyView Profile, Jason Fernandez