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
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
Aaron RiedthalerPayroll ManagerView Profile, Aaron RiedthalerRowena MurrayInvestments And Portfolio GrowthView Profile, Rowena MurrayDavid CoxSenior Global Pricing ManagerView Profile, David Cox