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
Stateline Wealth AdvisorsFounderJan 24 - PresentCarson WealthWealth AdvisorApr 19- Dec 21Merrill LynchFinancial AdvisorDec 10- Apr 19
Adele FriasSenior Vice PresidentView Profile, Adele FriasColin GoudieFounderView Profile, Colin GoudiePaul MeinschenkPresident Totten Insurance GroupView Profile, Paul Meinschenk