Account Type***** ****Account Owner******* ****Account Opps/Deals******** ******Closed Won • Dec 24****K $Closed
***** *******Worked in execs roles at *** together from 2021-2024******* *******Worked in the same department at *** together from 2021-2024
Vestia Personal Wealth AdvisorsPartner and Chief Development OfficerOct 20 - PresentLarson FinancialPartnerJan 16- Sep 20North Star Resource GroupFinancial AdvisorAug 00- Apr 11
Stephen PreeferSenior Managing DirectorView Profile, stephen preeferNabeel AhmadFounder And CEOView Profile, nabeel ahmadSarah GillardChief Executive OfficerView Profile, sarah gillard