Account Type*** *****Account Owner*** *****Account Opps/Deals*** *****Closed Won • Jan 25****K $Closed
******* ***Worked in execs roles at *** together from 2021-2024******* ********Worked in the same department at *** together from 2021-2024
Pacific Empire Financial Group LlcPresidentJan 03 - PresentFidelity InvestmentsSenior Retirement CounselorJan 91- Dec 03Crowell Weedon Co A Division Of D A Davidson CoFinancial AdvisorJan 82- Dec 91
Brian Van WinkleSenior Partner And Co FounderView Profile, Brian Van WinkleScott SmithFounder CEOView Profile, Scott SmithDavid SchlengerPresidentView Profile, David Schlenger