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
Kindness Financial PlanningFounder and Financial PlannerSep 21 - PresentEmpirical Wealth ManagementVP - Director of Associate Advisors | Financial AdvisorSep 11- Sep 21Charles SchwabRegional Branch InternJun 11- Aug 11
Lynneita VoldingController HR AccountingView Profile, lynneita voldingShane DoolyFinance ManagerView Profile, shane doolyLarry SchreiberSenior Project Manager Finance OperationsView Profile, larry schreiber