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
Mission WealthWealth Advisor AssociateAug 24 - PresentPlante MoranFinancial AdvisorAug 23- Aug 24Kudla Dynamic Allocation FundFixed Income AnalystMar 21- May 23
Chad AddicottSales AssociateView Profile, chad addicottNicholas PacultBusiness Development RepresentativeView Profile, nicholas pacultStcr IncSales AssistantView Profile, stcr inc.