Account Type*** ***Account Owner***** ***Account Opps/Deals***** *****Closed Won • Nov 24***K $Closed
****** ******Worked in execs roles at *** together from 2021-2024****** *****Worked in the same department at *** together from 2021-2024
Barrett Financial Group LlcMortgage Loan OriginatorApr 24 - PresentSimplicity GroupDigital Marketing CoordinatorJan 22- Mar 23Grand Canyon UniversityStudentJan 20- Dec 21
Charles ChenInvestorView Profile, charles chenAustin MayIT Analyst II Finance And PlanningView Profile, austin mayMatt ASenior Financial Planning AnalystView Profile, matt a.