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
Toberman Becker WealthPartnerJul 20 - PresentEast County EnterprisesDirector of FinanceJan 19- Dec 21Archford Capital StrategiesDirector of Business ServicesAug 16- Dec 18
Ed EarlVP In Business Control Officer Operational Risk ManagementView Profile, ed earlPamela PuryearIndependent ConsultantView Profile, pamela puryearPaul MaceVice President Functional Lead Retail Planning And AdviceView Profile, paul mace