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
Cambridge Investment Research IncFinancial AdvisorDec 22 - PresentPrior Wealth PlanningPresidentJun 16 - PresentLincoln Financial NetworkInvestment Advisory RepresentativeAug 09- Dec 22
David RossGrants Management SpecialistView Profile, David RossBethany WheelerGroup Finance ManagerView Profile, Bethany WheelerDiego HermidaFinance And Administration DirectorView Profile, Diego Hermida