Account Type**** *****Account Owner******** *******Account Opps/Deals****** ****Closed Won • Jan 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
Gary MclaughlinStaff AccountantView Profile, Gary MclaughlinMichele LackeySenior AccountantView Profile, Michele LackeyMatthew MendelsohnDirector FP AView Profile, Matthew Mendelsohn