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
Planmember Financial CorporationFinancial Coach & Investment Advisor, TEAM ADVISORS GROUPFeb 18 - PresentParsonexFinancial Coach & Investment AdvisorJan 16- Jan 18
Nolan FennellyDirector Of FinanceView Profile, Nolan FennellyMarybeth BayBoard Director And TreasurerView Profile, Marybeth BayEve ProticFull Charge BookkeeperView Profile, Eve Protic