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
Heather LantzPresidentView Profile, Heather LantzMckenzie HarperFounder CEOView Profile, Mckenzie HarperMike RoseFounder CEOView Profile, Mike Rose