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
The Wealth Group Austin B Colby AssociatesCERTIFIED FINANCIAL PLANNER®Jul 17 - PresentCrew 2Accounting ManagerOct 15- Jul 17
Steven BurnettRetirement Plan Consultant Financial AdvisorView Profile, steven burnettElena NikitinaGroup Credit ManagerView Profile, elena nikitinaKathy CuffAccountantView Profile, kathy cuff