Account Type***** *****Account Owner******** ***Account Opps/Deals****** ****Closed Won • Aug 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
Steve BayansVice PresidentView Profile, steve bayansNathan PettusPresident Process Systems And SolutionsView Profile, nathan pettusJason ManelliPresidentView Profile, jason manelli