Account Type******* ******Account Owner*** *****Account Opps/Deals**** ********Closed Won • Nov 24***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
Amanda RitcheyManagement Services TechnicianView Profile, amanda ritcheyKarla Avila ZunigaPropietariaView Profile, karla ávila zúñigaMelissa SaxtonSubstitute TeacherView Profile, melissa saxton