Account Type*** ****Account Owner***** ***Account Opps/Deals**** ********Closed Won • Feb 25**K $Closed
***** *******Worked in execs roles at *** together from 2021-2024***** *******Worked in the same department at *** together from 2021-2024
Baystate FinancialFinancial Planning ConsultantApr 22 - PresentMcadam FinancialFinancial AdvisorSep 20- Apr 22
Andy HessPrincipal Financial AdvisorView Profile, Andy HessIsaac LewisMortgage Loan OriginatorView Profile, Isaac LewisDanit KanalVice President OperationsView Profile, Danit Kanal