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
Ducharme Wealth Advisors LlcFounder & Financial AdvisorDec 22 - PresentAmerican Wealth Strategy GroupFinancial AdvisorJun 20- Mar 22Santander Bank N AFinancial ConsultantAug 16- May 20
Noelle LovgrenSenior AccountantView Profile, Noelle LovgrenLaura MunroFinance ManagerView Profile, Laura MunroKeri FraserHead Of Finance And Business SupportView Profile, Keri Fraser