Account Type**** *******Account Owner**** ********Account Opps/Deals**** ****Closed Won • Jan 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
Alex ScottKeyholderView Profile, Alex ScottOrian SapirFinancial ControllerView Profile, Orian SapirKyle SmeltzerFinancial AnalystView Profile, Kyle Smeltzer