Account Type***** ******Account Owner******** *******Account Opps/Deals******** ********Closed Won • Oct 24****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
Mandi MathesonSenior Private Banker At TD Wealth Private BankingView Profile, mandi mathesonEvelyn LewisFinance GPO AdministratorView Profile, evelyn lewisValerie FroeseAccounting Business ConsultantView Profile, valerie froese