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
The Wealth Group Austin B Colby AssociatesCERTIFIED FINANCIAL PLANNER®Jul 17 - PresentCrew 2Accounting ManagerOct 15- Jul 17
Mike SebastianIndustry Principal Investment ManagementView Profile, mike sebastianAnn LimerickFinancial Planning And AnalysisView Profile, ann limerickChanil PatelFinance LeadView Profile, chanil patel