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
Design™ Wealth AdvisorsWealth Advisor and Portfolio ManagerJan 23- Mar 25Accelerated Wealth LlcChief Investment OfficerMay 14- Jan 23Trading AcademyInstructorSep 09- Jan 17
Ronelle C PorterPartnerView Profile, Ronelle C PorterKaz MoghalSenior Business Development ManagerView Profile, Kaz MoghalHaydn FlackPartnerView Profile, Haydn Flack