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
Pentagon WealthDirector and Financial AdviserJul 19 - PresentBtSenior Financial PlannerMay 95 - Present
Jack StensonFinance Business PartnerView Profile, jack stensonAllen HinkelmanPortfolio ManagerView Profile, allen hinkelmanIsaiah TylerAccounts Payable ManagerView Profile, isaiah tyler