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
Pentagon WealthDirector and Financial AdviserJul 19 - PresentBtSenior Financial PlannerMay 95 - Present
Andrew MoralesWealth Management AdvisorView Profile, Andrew MoralesVictoria JuntadoSenior Director Financial Planning And AnalysisView Profile, Victoria JuntadoMarc HoSenior Equity Market Risk ManagerView Profile, Marc Ho