Account Type*** ********Account Owner******** ******Account Opps/Deals***** *******Closed Won • Oct 24**K $Closed
**** *****Worked in execs roles at *** together from 2021-2024*** *******Worked in the same department at *** together from 2021-2024
Ducharme Wealth Advisors LlcFounder & Financial AdvisorDec 22 - PresentAmerican Wealth Strategy GroupFinancial AdvisorJun 20- Mar 22Santander Bank N AFinancial ConsultantAug 16- May 20
Jamie ClarkPensions SpecialistView Profile, jamie clarkCarl SchrafftVP Comptroller IT S FinanceView Profile, carl schrafftStephen RocheCFO AdvisorView Profile, stephen roche