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
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
Michelle EnglandInvestor Loan SpecialistView Profile, Michelle EnglandSteven PearsonFinancial Controller At Lindum PackagingView Profile, Steven PearsonSteven LoosStaff AccountantView Profile, Steven Loos