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
Flagstone Financial ManagementShareholder & Lead Wealth AdvisorAug 17 - PresentUnion Bank TrustInvestment OfficerMay 06- Aug 17