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
Northbridge Financial GroupCertified Financial PlannerDec 15 - PresentUsaaWealth ManagerSep 13- Dec 15Charles SchwabVice-President - Financial ConsultantOct 12- Sep 13
Matthew FiasconePresidentView Profile, matthew fiasconeErika MoreeExecutive Learning ConsultantView Profile, erika moreeShawn ClarkPresidentView Profile, shawn clark