Account Type*** *******Account Owner****** ********Account Opps/Deals*** ***Closed Won • Dec 24**K $Closed
****** ******Worked in execs roles at *** together from 2021-2024**** ***Worked in the same department at *** together from 2021-2024
Finity Group LlcSenior Financial AdvisorNov 11 - PresentNorth Star Resource GroupFinancial AdvisorSep 09- Nov 11
Andrew HubschmidtInvestment Banking AnalystView Profile, andrew hubschmidtMegan PierceSenior Manager FP AView Profile, megan pierceJason SimpsonFixed Income ETF AnalystView Profile, jason simpson