Account Type***** ******Account Owner****** ********Account Opps/Deals******* ****Closed Won • Mar 25**K $Closed
**** ********Worked in execs roles at *** together from 2021-2024******* ****Worked in the same department at *** together from 2021-2024
Next Financial GroupCERTIFIED FINANCIAL PLANNER™Nov 08- Aug 15ValicCERTIFIED FINANCIAL PLANNER™Oct 04- Oct 08AmeritasCERTIFIED FINANCIAL PLANNER™Apr 97- Oct 04
Hunter KornInvestorView Profile, Hunter KornKay SchmidtHead Of FinanceView Profile, Kay SchmidtClaire BlackStaff AccountantView Profile, Claire Black