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
Consolidated Planning IncFinancial BrokerNov 22 - PresentPinnacle Financial PartnersFinancial Specialist Sep 19- Sep 22Homestar Financial CorporationMortgage Loan Originator Associate Aug 18- Nov 18
Anna JensenInvestment AnalystView Profile, Anna JensenKevin WilliamsFinancial Wellness ConsultantView Profile, Kevin WilliamsJansen LeeTD R OView Profile, Jansen Lee