Account Type****** ****Account Owner******** ********Account Opps/Deals*** *****Closed Won • Mar 25***K $Closed
****** ***Worked in execs roles at *** together from 2021-2024******** ****Worked in the same department at *** together from 2021-2024
Brighton Wealth Management IncPresidentSep 20 - PresentSummit FleetFounderJan 12- Feb 16Brighton Wealth ManagementResearch DirectorFeb 11- May 12