Account Type**** ****Account Owner******* *******Account Opps/Deals****** ******Closed Won • Feb 25****K $Closed
***** ****Worked in execs roles at *** together from 2021-2024******** ****Worked in the same department at *** together from 2021-2024
The Wealth Group Austin B Colby AssociatesCERTIFIED FINANCIAL PLANNER®Jul 17 - PresentCrew 2Accounting ManagerOct 15- Jul 17
David BlancoRegional Financial AnalystView Profile, David BlancoBen WarrenCFOView Profile, Ben WarrenSusana PulidoAccountantView Profile, Susana Pulido