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
The E J Jaax Group LlcWealth Preservation StrategistMar 18 - PresentTactiveWealth AdvisorJan 20 - PresentThe Society For Financial AwarenessFormer San Antonio Area Chapter President, Speaker, and Financial Literacy EducatorMay 23- Apr 24
Brian MckennaDirector Equity ResearchView Profile, brian mckennaTamir ScheinokCOO CFOView Profile, tamir scheinokMatt PasterickControllerView Profile, matt pasterick