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
CompoundPrincipal & Senior Wealth AdvisorJan 24 - PresentEmpowerSenior Financial AdvisorFeb 23- Jan 24Personal CapitalSenior Financial AdvisorJan 16- Feb 23
Becky PollardFinance LeadView Profile, becky pollardMarc WCapital Planning Optimization BudgetingView Profile, marc w.Ai Yun WongAudit SeniorView Profile, ai yun wong